Cordant, Inc.
- Regulatory AUM
- $371M
- Discretionary
- $365M
- Clients
- 164
- Avg AUM / client
- $2.3M
- Accounts
- 999
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $8.8M | 2.37% |
| High net worth individuals | 126 | $362M | 97.6% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anfuso, William, Paul | Founder And Shareholder | Feb 2010 (17y) | 25% – 50% | |
| Brenda Kay Mccombs | Chief Compliance Officer, Shareholder | Sep 2010 (16y) | Less than 5% | |
| Isaac Eugene Presley | Ceo, President And Director Of Investments, Shareholder | CFA | Jan 2017 (10y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $271M (73% of AUM) Mar 2026
- Fidelity Brokerage Services $81.8M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗