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Brian Anthony Raupp

Investment adviser representative at Corda Investment Management, LLC
15 yearsExperience
1 stateRegistered in
$2BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Corda Investment Management, LLCMay 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Corda Investment Management, LLC

$2BAssets managed
1,363Clients
30Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5997681
Firm CRD
108046
Advisor's SEC record (opens in a new tab)
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