Top Wealth + Best-in-State · rank 2 · Houston, Texas · listed firm: Corda Investment Management
Identity & firm
- Firm — CORDA Investment Management, LLC (high)
- “CORDA INVESTMENT MANAGEMENT, LLC” — sec_finra_regulatory
- Parent company — independent (high)
- “As an independent Registered Investment Advisor, we put your interests first. No products. No quotas. No sales agenda.” — firm_official
- Firm type — independent_ria (high)
- “"ind_bc_scope":"NotInScope","ind_ia_scope":"Active"” — sec_finra_regulatory
- “As an independent Registered Investment Advisor, we put your interests first. No products. No quotas. No sales agenda.” — firm_official
- Team name — gap: not_applicable
- Team size — 34 (medium)
- “CORDA is a coordinated team of financial experts and client support professionals working on your behalf. Get to know the people behind our collaborative approach.” — firm_official
- CRD — 717481 (high)
- “"ind_source_id":"717481","ind_firstname":"BONNER","ind_middlename":"CASTLES","ind_lastname":"BARNES"” — sec_finra_regulatory
- “BARNES, BONNER, CASTLES I MANAGING 05/2012 C Y N 717481” — sec_finra_regulatory
- Years experience — 35 (medium)
- “With over 35 years of experience navigating the securities markets, Bonner founded CORDA in 1999” — forbes_shook
- Designations — AIF (medium)
- “Bonner C. Barnes – CORDA Investment Management” — firm_official
- “Jason M. Iacobucci, AIF®” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “"Team Assets (Custodied)":"$1.8B"” — forbes_shook
- “Total: (c) $ 2,000,124,067 (f) 3,099” — sec_finra_regulatory
- Account minimum ($M) — 0.5 (high)
- “"Minimum account size for new business":"$500K"” — forbes_shook
- “In general, we charge a minimum annual fee of $5,000 to open and maintain an advisory account. In our sole discretion, we may waive or lower this minimum fee in accordance with a lower minimum account size.” — firm_official
- Typical client net worth ($M) — 2.25 (high)
- “"Typical Net Worth of Relationships":"$1.5-3M"” — forbes_shook
- Client niche — retirement transition, women investors, and multigenerational families (medium)
- “A team of financial planners, investment managers, tax professionals, and estate planning specialists working in coordination on your behalf.” — firm_official
- Custodians — Charles Schwab & Co., Inc. (high)
- “We generally recommend that securities be purchased through the facilities of Charles Schwab & Co, Inc ("Schwab"). We participate in the Schwab Advisor Network” — firm_official
- “(a) Legal name of custodian: CHARLES SCHWAB & CO., INC.” — sec_finra_regulatory
- Fee model — aum_fee (high)
- “Our fee for Portfolio Management Services is based on a percentage of your assets we manage and is set forth in the following fee schedule:” — firm_official
Positioning & marketing
- Website url — https://cordamanagement.com/ (high)
- “© 2026 CORDA Investment Management, LLC. All rights reserved. Investment advisory services offered through CORDA Investment Management” — firm_official
- Value proposition (verbatim) — Together We're Invested. A team of financial planners, investment managers, tax professionals, and estate planning specialists working in coordination on your behalf. (high)
- “Together We're Invested” — firm_official
- “A team of financial planners, investment managers, tax professionals, and estate planning specialists working in coordination on your behalf.” — firm_official
- Differentiators — every expert under one roof, coordinated, independent fiduciary RIA — no products, quotas, or sales agenda, white glove service large institutions cannot match, majority woman-owned firm, in-house research, long-term mindset over short-term noise (high)
- “Every expert you need is under one roof and aligned with your goals for long-term financial success” — firm_official
- “As an independent Registered Investment Advisor, we put your interests first. No products. No quotas. No sales agenda.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- “Company Our Approach Meet the Team In the Community FAQ Services Investment Strategy Financial Planning Tax Planning & Preparation Estate Planning Service Packages Connect Contact Us Portfolio Review Careers Resources Di” — firm_official
- Books published — 0 (low)
- “Bonner C. Barnes President, Chief Investment Officer” — firm_official
- Linkedin url — https://www.linkedin.com/in/bonnerbarnes/ (medium)
- “Bonner C Barnes - Corda Investment Management, LLC | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 1200 Financial Advisors 2025, CNBC guest appearances (medium)
- “Barron's Top 1200 Financial Advisors 2025” — firm_official
- “He is a Duke University graduate and has been a guest on CNBC and recognized by Barron's and Forbes as one of the top 1,200 advisors in the country.” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “/_next/image?url=%2Fimages%2Fcorda-logo.png&w=640&q=75” — firm_official
- Logo url — https://cordamanagement.com/_next/image?url=%2Fimages%2Fcorda-logo.png&w=640&q=75 (high)
- “/_next/image?url=%2Fimages%2Fcorda-logo.png&w=640&q=75” — firm_official
- Visual brand notes — Blue/teal corporate palette on white, clean modern sans-serif type, Next.js-built minimal layout; understated institutional feel rather than luxury-lifestyle imagery. (medium)
- “/_next/image?url=%2Fimages%2Fcorda-logo.png&w=640&q=75” — firm_official
