Cunningham Investment Management, LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 151389
- Website
- www.cunninghaminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., JANNEY MONTGOMERY SCOTT LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers59.29%
- HNWI30.93%
- Individuals9.35%
- Corporations / Businesses0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cunningham Investment Management, LLC is a privately held limited liability company operating as an institutional registered investment adviser. The firm serves both individual/family and institutional clients and charges typical asset-based advisory fees. Its advisory scope is centered on discretionary portfolio management for individuals, small businesses, and institutions. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Regulatory and ownership details indicate an individual owner and an adviser classification focused on portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Howard Cunningham
Founder & Chief Investment OfficerCRD 4586537
Contacts
3 of 3James Schmid
Financial Advisor and Registered RepresentativeCRD 5311159

John Leverett
Investment Advisor RepresentativeCRD 7240125

Ryan Adams
Investment Adviser RepresentativeCRD 5724615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 9190 Double Diamond Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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