RIA Intel›Advisers›Oregon›CORDANT, INC.

CORDANT, INC.

Advisory

N·PORTLAND, OR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$371M

1-Year AUM Growth

+10.9%

3-Year CAGR

+5.2%

Employees

5

Assets Under Management

Total AUM$371M

Discretionary AUM$365M

Non-Discretionary AUM$6M

Discretionary %98.5%

Total Clients150

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record46

First FilingDec 15, 2009

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORDANT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.