# TRICORD INVESTMENT ADVISORS

TRICORD INVESTMENT ADVISORS is an Asset Manager based in Marietta, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** tricordadvisors.com

## Regulatory record

- **CRD number:** 131613
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131613

## About

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.

## Sectors

- Energy Transition & Renewables
- Real Estate

## People

- Rex E. Gooch — President

## 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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- [DUNHAM](https://altss.com/profile/dunham)

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Last updated: 2026-06-03T20:00:00.000Z

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