Bonner C. Barnes
CORDA INVESTMENT MANAGEMENT | President & Chief Investment Officer
HOUSTON, TX 77024
Some features on this profile are disabled
CRD#: 717481
Professional summary
Bonner Castles Barnes, AIF® is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.
Bonner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bonner has worked at 1 firm .
Biography
"Opportunity is found not in the consensus, but in the contrarian."
Bonner comes to work every day to build better portfolios to help clients of CORDA achieve their financial goals. Bonner has a passion for finding great companies that are out of favor with Wall Street and the investing public that pay great dividends to their shareholders and can grow over time. Much like Bonner’s involvement in cycling, to succeed one needs to stay disciplined and steadfast in the process.
With over 35 years experience navigating the securities markets, Bonner founded CORDA in 1999 and continues relationships with clients, some now more than 25 years. Bonner graduated from Duke University and holds the Accredited Investment Fiduciary ((AIF) designation.
Bonner has been a guest on CNBC and recognized by Barron’s as one of the top 1,200 advisors in the country.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Philanthropic services
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bonner Castles Barnes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 30, 2008 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024RIA
CRD#: 108046
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT
CRD#: 108046 / SEC#: 801-57097
RIA
Registered Investment Advisory firm - (12/20/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(6/30/2008)
IAR
Texas(3/3/2025)
Exams
Current Firm
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT
CRD#: 108046 / SEC#: 801-57097
RIA
Registered Investment Advisory firm - (12/20/1999 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8955 Katy Freeway Suite 200, Houston, TX 77024-1626
Mailing Address
Phone number
(713) 439-0665
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 1,726,638,629 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORDA INVESTMENT MANAGEMENT, LLC
President & Chief Investment OfficerCRD#: 108046Houston, TX 77024TRUST BUT VERIFY
Monitor Bonner Barnes
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
