Corda Investment Management, LLC
SEC RegisteredTogether We're Invested
About the firm
CORDA is an independent Registered Investment Advisor with a team of financial planners, investment managers, tax professionals, and estate planning specialists working in coordination on behalf of clients. As a majority woman-owned firm, CORDA offers white glove, fiduciary-based service with customized planning and portfolio design under one roof.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, tax planning and preparation (including in-house tax preparation), and estate planning, all delivered in a coordinated manner by an integrated team.
Who they serve
Women seeking a financial partner, individuals preparing for retirement, and multigenerational families navigating wealth transfer.
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First tier | 1.00% |
| Second tier | 0.85% |
| Third tier | 0.50% |
| Fourth tier | 0.25% |
Data as of August 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corda Investment Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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