CORDA INVESTMENT MANAGEMENT, LLC
CRD #108046 SEC #801-57097 HOUSTON, TX 713-439-0665
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
31
Clients
101
Accounts
2,966
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.7B | $1.6B | $87M | 31 | 3 |
| Jun 2025 | $1.7B | $1.6B | $87M | 31 | 3 |
| May 2025 | $1.7B | $1.6B | $87M | 31 | 3 |
| Feb 2025 | $1.7B | $1.6B | $87M | 31 | 3 |
| Jan 2025 | $1.6B | $1.5B | $83.2M | 27 | 0 |
| Dec 2024 | $1.6B | $1.5B | $83.2M | 27 | 0 |
| Jun 2024 | $1.6B | $1.5B | $83.2M | 27 | 0 |
| Feb 2024 | $1.6B | $1.5B | $83.2M | 27 | 0 |
| Feb 2024 | $1.6B | $1.5B | $83.2M | 27 | 0 |
| Nov 2023 | $1.4B | $1.4B | $69.7M | 25 | 0 |
| Oct 2023 | $1.4B | $1.4B | $69.7M | 25 | 0 |
| Sep 2023 | $1.4B | $1.4B | $69.7M | 25 | 0 |
| Jun 2023 | $1.4B | $1.4B | $69.7M | 25 | 0 |
| Jun 2023 | $1.4B | $1.4B | $69.7M | 25 | 0 |
| Feb 2023 | $1.4B | $1.4B | $69.7M | 25 | 0 |
| Oct 2022 | $1.5B | $1.4B | $54.1M | 20 | 0 |
| Oct 2022 | $1.5B | $1.4B | $54.1M | 20 | 0 |
| Aug 2022 | $1.5B | $1.4B | $54.1M | 20 | 0 |
| Apr 2022 | $1.5B | $1.4B | $54.1M | 20 | 0 |
| Mar 2022 | $1.5B | $1.4B | $54.1M | 20 | 0 |
| Mar 2022 | $1.5B | $1.4B | $54.1M | 20 | 0 |
| Mar 2021 | $1.2B | $1.2B | $47.8M | 19 | 0 |
| Oct 2020 | $1.2B | $1.1B | $19M | 19 | 0 |
| Oct 2020 | $1.2B | $1.1B | $19M | 19 | 0 |
| Jun 2020 | $1.2B | $1.1B | $19M | 19 | 0 |
| May 2020 | $1.2B | $1.1B | $19M | 19 | 0 |
| Apr 2020 | $1.2B | $1.1B | $19M | 19 | 0 |
| Mar 2020 | $1.2B | $1.1B | $19M | 19 | 0 |
| Jan 2020 | $1.1B | $1B | $38M | 19 | 0 |
| Apr 2019 | $1.1B | $1B | $38M | 19 | 0 |
| Apr 2019 | $984M | $944.5M | $39.5M | 19 | 0 |
| Mar 2019 | $984M | $944.5M | $39.5M | 19 | 0 |
| Mar 2019 | $984M | $944.5M | $39.5M | 19 | 0 |
| Oct 2018 | $1B | $1B | $36M | 16 | 0 |
| Oct 2018 | $1B | $1B | $36M | 16 | 0 |
| Apr 2018 | $1B | $1B | $36M | 16 | 0 |
| Mar 2018 | $1B | $1B | $36M | 16 | 0 |
| Feb 2018 | $1B | $1B | $36M | 16 | 0 |
| Oct 2017 | $864.9M | $817.9M | $47M | 18 | 0 |
| Aug 2017 | $864.9M | $817.9M | $47M | 18 | 1,165 |
| Jul 2017 | $864.9M | $817.9M | $47M | 18 | 1,165 |
| Jun 2017 | $864.9M | $817.9M | $47M | 18 | 1,165 |
| Feb 2017 | $864.9M | $817.9M | $47M | 18 | 1,165 |
| Feb 2017 | $864.9M | $817.9M | $47M | 18 | 1,165 |
| Feb 2017 | $864.9M | $817.9M | $47M | 18 | 1,165 |
| Mar 2016 | $702M | $691M | $11M | 17 | 925 |
| Jul 2015 | $701M | $690M | $11M | 15 | 925 |
| Mar 2015 | $701M | $690M | $11M | 15 | 925 |
| Dec 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Jun 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| May 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Apr 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Apr 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Apr 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Mar 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Feb 2014 | $545.3M | $537M | $8.3M | 14 | 710 |
| Feb 2014 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Jan 2014 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Jan 2014 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Nov 2013 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Oct 2013 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Jun 2013 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Apr 2013 | $435.5M | $425.3M | $10.2M | 11 | 575 |
| Feb 2013 | $383.5M | $378.1M | $5.5M | 11 | 575 |
| Oct 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| Sep 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| May 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| May 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| Mar 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| Mar 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| Feb 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| Jan 2012 | $300.8M | $300.8M | $0 | 1 | 400 |
| Jan 2012 | $239.4M | $239.4M | $0 | 1 | 400 |
| Aug 2011 | $239.4M | $239.4M | $0 | 5 | -- |
| Jun 2011 | $239.4M | $239.4M | $0 | 5 | -- |
| Mar 2011 | $239.4M | $239.4M | $0 | 5 | -- |
| Jan 2011 | $148.3M | $148.3M | $0 | 5 | -- |
| Nov 2010 | $148.3M | $148.3M | $0 | 5 | -- |
| May 2010 | $148.3M | $148.3M | $0 | 5 | -- |
| May 2010 | $148.3M | $148.3M | $0 | 5 | -- |
| Jan 2008 | $68M | $61.8M | $6.2M | 5 | -- |
| Apr 2007 | $42.8M | $37.7M | $5.1M | 5 | -- |
| Feb 2007 | $42.8M | $37.7M | $5.1M | 5 | -- |
| Mar 2006 | $37.4M | $32.5M | $4.9M | 5 | -- |
| Jan 2004 | $34.5M | $28.8M | $5.7M | 51 | -- |
| Mar 2002 | $32.1M | $32.1M | $0 | 5 | -- |
DateAug 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$87M
Employees31
Clients3
DateJun 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$87M
Employees31
Clients3
DateMay 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$87M
Employees31
Clients3
DateFeb 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$87M
Employees31
Clients3
DateJan 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.2M
Employees27
Clients0
DateDec 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.2M
Employees27
Clients0
DateJun 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.2M
Employees27
Clients0
DateFeb 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.2M
Employees27
Clients0
DateFeb 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.2M
Employees27
Clients0
DateNov 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.7M
Employees25
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.7M
Employees25
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.7M
Employees25
Clients0
DateJun 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.7M
Employees25
Clients0
DateJun 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.7M
Employees25
Clients0
DateFeb 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.7M
Employees25
Clients0
DateOct 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$54.1M
Employees20
Clients0
DateOct 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$54.1M
Employees20
Clients0
DateAug 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$54.1M
Employees20
Clients0
DateApr 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$54.1M
Employees20
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$54.1M
Employees20
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$54.1M
Employees20
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$47.8M
Employees19
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19M
Employees19
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19M
Employees19
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19M
Employees19
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19M
Employees19
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19M
Employees19
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$19M
Employees19
Clients0
DateJan 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$38M
Employees19
Clients0
DateApr 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$38M
Employees19
Clients0
DateApr 2019
Total AUM$984M
Discretionary$944.5M
Non-Disc.$39.5M
Employees19
Clients0
DateMar 2019
Total AUM$984M
Discretionary$944.5M
Non-Disc.$39.5M
Employees19
Clients0
DateMar 2019
Total AUM$984M
Discretionary$944.5M
Non-Disc.$39.5M
Employees19
Clients0
DateOct 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$36M
Employees16
Clients0
DateOct 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$36M
Employees16
Clients0
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$36M
Employees16
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$36M
Employees16
Clients0
DateFeb 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$36M
Employees16
Clients0
DateOct 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients0
DateAug 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients1,165
DateJul 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients1,165
DateJun 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients1,165
DateFeb 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients1,165
DateFeb 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients1,165
DateFeb 2017
Total AUM$864.9M
Discretionary$817.9M
Non-Disc.$47M
Employees18
Clients1,165
DateMar 2016
Total AUM$702M
Discretionary$691M
Non-Disc.$11M
Employees17
Clients925
DateJul 2015
Total AUM$701M
Discretionary$690M
Non-Disc.$11M
Employees15
Clients925
DateMar 2015
Total AUM$701M
Discretionary$690M
Non-Disc.$11M
Employees15
Clients925
DateDec 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateJun 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateMay 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateApr 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateApr 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateApr 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateMar 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateFeb 2014
Total AUM$545.3M
Discretionary$537M
Non-Disc.$8.3M
Employees14
Clients710
DateFeb 2014
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateJan 2014
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateJan 2014
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateNov 2013
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateOct 2013
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateJun 2013
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateApr 2013
Total AUM$435.5M
Discretionary$425.3M
Non-Disc.$10.2M
Employees11
Clients575
DateFeb 2013
Total AUM$383.5M
Discretionary$378.1M
Non-Disc.$5.5M
Employees11
Clients575
DateOct 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateSep 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateMay 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateMay 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateFeb 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees1
Clients400
DateAug 2011
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$68M
Discretionary$61.8M
Non-Disc.$6.2M
Employees5
Clients--
DateApr 2007
Total AUM$42.8M
Discretionary$37.7M
Non-Disc.$5.1M
Employees5
Clients--
DateFeb 2007
Total AUM$42.8M
Discretionary$37.7M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2006
Total AUM$37.4M
Discretionary$32.5M
Non-Disc.$4.9M
Employees5
Clients--
DateJan 2004
Total AUM$34.5M
Discretionary$28.8M
Non-Disc.$5.7M
Employees51
Clients--
DateMar 2002
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--