Corda Investment Management, LLC

Corda Investment Management, LLC (CRD# 108046) is a financial advisory firm headquartered in Houston, TX. They manage $702,000,000 in 2,056 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    702
    MILLION
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $341,440
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MI, MN, MO, MS, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at Corda Investment Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jeffrey T. Dodson
CRD#: 2396065
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Jeffrey Dodson (CRD# 2396065) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 24 years of experience in the finance industry.

2
Jonathan P. English
CRD#: 4371304
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Jonathan English (CRD# 4371304) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

3
Craig A. Fowlkes
CRD#: 4302018
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Craig Fowlkes (CRD# 4302018) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

4
Jason M. Iacobucci
CRD#: 4337618
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Jason Iacobucci (CRD# 4337618) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

5
Eyal Lavie
CRD#: 5051392
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Eyal Lavie (CRD# 5051392) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 11 years of experience in the finance industry.

6
Dalsamy Porrata-Doria
CRD#: 4583027
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Dalsamy Porrata-Doria (CRD# 4583027) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 14 years of experience in the finance industry.

7
Teresa S. Queal
CRD#: 2958569
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Teresa Queal (CRD# 2958569) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 19 years of experience in the finance industry.

8
John P. Schloegel
CRD#: 2227362
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

John Schloegel (CRD# 2227362) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

9
Timothy B. Wolfcale
CRD#: 1410116
8955 Katy Freeway, Suite 200, Houston, TX 77024
93
Wealthminder
score

Timothy Wolfcale (CRD# 1410116) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 32 years of experience in the finance industry.

10
Kimberli L. Deutsch
CRD#: 1769269
8955 Katy Freeway, Suite 200, Houston, TX 77024
90
Wealthminder
score

Kimberli Deutsch (CRD# 1769269) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.