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Asset ManagerRIA · CRD 131613State-Registered Investment Adviser

Updated:

TRICORD INVESTMENT ADVISORS

TRICORD INVESTMENT ADVISORS, INC. is a state-registered investment adviser in MARIETTA, GA. The firm manages approximately $6 million in regulatory assets.

Overview

TRICORD INVESTMENT ADVISORS, INC. is a state-registered investment adviser in MARIETTA, GA. The firm manages approximately $6 million in regulatory assets. It has 0 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

1995

Location

Region

North America

Country

United States

City

Marietta

Corporate office

Oklahoma City, OK, United States

Principals

Rex E. Gooch

President

Sector focus

Energy Transition & RenewablesReal Estate

Frequently asked questions

How does Tricord source its mineral and royalty acquisitions?

Tricord sources deals primarily through a network of landmen, title attorneys, and probate channels within Oklahoma and neighboring states. The firm targets fragmented, undivided mineral interests that reach the market through estate settlements and family partitions rather than broker-led auctions. This legal-intensive approach relies on the president’s background as an attorney-CPA to clear title and negotiate directly with individual interest holders.

Does Tricord invest outside of oil and gas?

The firm’s primary focus is oil-and-gas royalties and related surface real estate, principally in Oklahoma. While records indicate some real estate holdings outside the mineral portfolio, these appear complementary — contiguous surface parcels that can be assembled alongside mineral rights — rather than a distinct commercial real estate strategy. The firm does not publicly pursue venture, credit, or public-equity strategies.

Who makes investment decisions at Tricord?

Rex E. Gooch, the firm’s founder and president, is the primary investment decision-maker. His dual background as an attorney and accountant shapes the firm’s emphasis on title curative, legal structuring, and cash-flow underwriting in mineral acquisitions. There is no public indication of an investment committee, CIO, or external advisory board.

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