CORDA Investment Management

What CORDA Investment Management does

CORDA Investment Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) founded in 1999 and headquartered in Houston, Texas. The firm delivers integrated wealth management, financial planning, tax planning and preparation, and estate planning services to individuals, families, and multigenerational households, organized into four tiered packages — Navigate ($500K–$999K), Journey ($1M–$1.99M), Voyage ($2M–$4.99M), and Legacy ($5M+) — billed on a recurring AUM-based subscription with annual cadence. The firm is majority woman-owned and explicitly targets women investors, pre-retirees/retirees, and multigenerational families as primary personas.

Underlying the service model is a coordinated multi-disciplinary team of CFP®, CPA, AIF®, RICP®, NSSA®, J.D./CFP®, and CPWA® professionals — including portfolio managers, financial advisors, financial planners, in-house tax preparers, and estate specialists — operating under a single roof. Technology is limited to a secure client planning portal for information gathering and an integrated financial planning platform connecting investment management, tax preparation, and estate planning workflows; no proprietary AI/ML systems, APIs, or public data assets are disclosed.

The go-to-market is a sales-led, high-touch direct advisory model with an inside-sales website funnel: prospective clients enter through a complimentary portfolio review or an investment objectives questionnaire and are then onboarded into a tiered package, supported by referral networks and a community-engagement program spanning Houston, Austin, Dallas, and Denver/Broomfield. The firm has received external recognition including Barron's Top 1200 Financial Advisors 2025, Forbes Best-in-State Wealth Advisors 2025, Forbes Top 250 Wealth Advisors, and Forbes Top RIA Firms 2024. Revenue, AUM, and headcount details are not publicly disclosed, and the firm operates without external institutional investors, private equity sponsorship, or a parent holding company.

Name

CORDA Investment Management

Legal name

CORDA Investment Management, LLC

Website

https://cordamanagement.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

CORDA Investment Management is an independent, fee-only RIA offering integrated wealth management, financial planning, tax preparation, and estate planning to HNW individuals and multigenerational families through tiered packages ranging from $500K to $5M+ in assets, delivered across offices in Houston, Austin, Dallas, and Denver.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Tax planning preparation
• Estate planning services

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services charged on assets under management. Services organized into tiered packages (Navigate, Journey, Voyage, Legacy) based on client portfolio size ranging from $500K to $5M+
2. Financial Planning Services: Comprehensive financial planning integrated with investment management, including cash flow planning, retirement planning, insurance guidance, and ongoing plan updates
3. Tax Preparation and Planning: In-house tax preparation and filing services with proactive tax strategies including tax-loss harvesting, Roth conversion analysis, and multi-state tax planning
4. Estate Planning Coordination: Estate planning guidance and coordination services available for clients in Voyage or Legacy service tiers, including trust review and charitable giving strategies

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

CORDA Investment Management is an independent, fiduciary Registered Investment Advisor that delivers integrated wealth management through customized portfolio management, personalized financial planning, in-house tax planning and preparation, and coordinated estate planning. The firm serves high-net-worth individuals and multigenerational families through four tiered service packages—Navigate ($500K–$999K), Journey ($1M–$1.99M), Voyage ($2M–$4.99M), and Legacy ($5M+)—with a team of CFP professionals, CPAs, and advisors working under one roof.

Product overview

CORDA Investment Management offers a tiered service model with four named packages (Navigate, Journey, Voyage, and Legacy) structured by asset thresholds from $500K to $5M+. The service packages build upon each other, with each tier adding more comprehensive financial planning, tax, and estate services. Core advisory services include Portfolio Management, Financial Planning, Tax Planning & Preparation, and Estate Planning, all delivered through an integrated team approach with in-house CFP professionals, CPAs, and financial advisors. Additional offerings include a Complimentary Portfolio Review and an Investment Objectives & Risk Tolerance Questionnaire to support prospective client engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Customized portfolio design rooted in a disciplined investment philosophy and aligned with each client's long-term goals and risk tolerance, delivered to high-net-worth individual investors and households.
• Financial Planning Personalized financial plans connecting all aspects of clients' financial lives—including retirement, education, cash flow, and insurance—delivered by in-house CFP professionals to individual investors and households.
• Tax Planning & Preparation Integrated tax strategies with in-house CPA preparation, including tax projections, multi-state planning, capital gains harvesting, retirement distribution planning, and charitable giving strategies, delivered to high-net-worth clients by in-house tax professionals.
• Estate Planning Coordinated guidance for legacy planning, including will and inheritance planning, trust planning and administration, inherited IRA management, life insurance review, and coordination with estate attorneys, available to Voyage and Legacy tier clients.
• Investment Strategy Research-driven investment approach emphasizing due diligence, quality businesses with strong balance sheets and sustainable competitive advantages, and long-term value investing with focus on rising dividend streams.

Quantifiable outcome

• Portfolio review and assessment provided at no cost with personalized analysis of holdings and risk profile
• +1 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered minor.

• SEARCH Homeless ServicesminorOthersCORDA supports SEARCH Homeless Services which works to break the cycle of homelessness in Houston by providing housing, job training, and critical support services to help individuals and families regain stability.
• Houston Food BankminorOthersCORDA team volunteers at the Houston Food Bank, the largest food bank in the United States, which provides meals to individuals and families facing food insecurity through a network of community partners.
• University of HoustonminorOthersCORDA sponsors University of Houston's involvement in Barron's Investing in Education program, providing students and faculty with complimentary access to financial education resources.
• Houston Livestock Show and RodeominorOthersCORDA supports the Houston Livestock Show and Rodeo by sponsoring a Texas teen in the Calf Scramble event, contributing to youth initiatives and educational scholarships.
• Galveston Bay FoundationminorOthersCORDA supports the Galveston Bay Foundation which works to protect and preserve Galveston Bay through conservation, advocacy, education, and research efforts.
• Sierra ClubminorOthersCORDA supports the Sierra Club's efforts to preserve natural spaces and promote clean air and water through conservation efforts and public education initiatives.
• Children's Cancer Research FundminorOthersCORDA has proudly supported the Children's Cancer Research Fund for three years at the annual Forbes Conference in partnership with Shook, funding groundbreaking research and innovative treatments for children with cancer.
• Partners In HealthminorOthersCORDA supports Partners In Health, a global nonprofit that works to expand access to high-quality healthcare in underserved communities by strengthening health systems and training local medical professionals.
• KivaminorOthersCORDA supports Kiva, a nonprofit organization that expands financial access for underserved communities worldwide through a crowdfunding model enabling loans to entrepreneurs and small business owners.
• Kids Meals Inc.minorOthersCORDA team volunteers with Kids Meals Inc., an organization focused on addressing child hunger in the Houston area.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Creative Planning: Large national fee-only RIA offering comprehensive wealth management with in-house tax, estate, and financial planning services across many U.S. offices. Operates an integrated multidisciplinary model very similar to CORDA's Navigate/Journey/Voyage/Legacy tier structure.
• Mariner Wealth Advisors: Full-service wealth advisory platform delivering integrated investment, tax, estate, and financial planning to HNW clients, with offices nationwide. Closely comparable to CORDA's one-roof, multidisciplinary approach and tiered service packages for $500K-$5M+ households.
• Lido Advisors: Texas-headquartered RIA providing comprehensive wealth management, financial planning, and family-office-adjacent services to HNW clients. Direct regional competitor in the same Texas market and similar service tiers.
• Hightower Advisors: RIA partnership platform supporting advisor teams serving HNW clients with investment management, financial planning, and wealth services. Comparable integrated model with multi-office Texas footprint.
• Carson Group: RIA and coaching platform serving financial advisors and HNW clients with full wealth planning, tax, and estate coordination. Similar full-service model and tiered client engagement approach.
• Bessemer Trust: Multi-generational wealth management and private banking firm focused on HNW and UHNW families with integrated investment, tax, and estate services. Comparable to CORDA's Legacy-tier family office offering.
• Steward Partners Global Advisory: Multi-office RIA supporting HNW clients with investment management, financial planning, and wealth strategy through an integrated team approach. Similar centralized investment philosophy with local advisor delivery.

Broad incumbents

• Edelman Financial Engines: One of the largest RIAs in the U.S. offering investment advisory, financial planning, and tax-aware portfolio management to HNW and mass-affluent households. Competes with CORDA for similar HNW households but at materially greater scale and broader geographic reach.
• Fisher Investments: Large privately held investment adviser primarily focused on discretionary portfolio management for high-net-worth and institutional clients. Overlapping HNW client base and private-firm structure, but narrower service scope (investment management only, less in-house tax/estate).
• Goldman Sachs Personal Financial Management (Ayco) / Empower Personal Dashboard: Large incumbents offering integrated wealth management, tax, and estate planning to HNW individuals, including a personal-financial-management division and digital advisory platforms. Compete with CORDA on integrated services, but at vastly greater scale and with different cost structures.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CordaMgt
• Facebookfacebook.com/CORDAmanagement
• LinkedInlinkedin.com/company/corda-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CORDA Investment Management