CUNNINGHAM INVESTMENT MANAGEMENT, LLC

RIASEC Registered
Total AUM
$27.2M
Discretionary
$27M
99% of AUM
Avg account
$131K
Accounts
207
Employees
4
Advisory reps
4

Firm details

Headquarters
RENO, Nevada
CRD number
151389
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

FINTRX

Overview

Cunningham Investment Management, LLC is a small, privately held wealth advisory firm organized as an LLC with an individual owner. The firm provides discretionary portfolio management to both individuals and families and to business or institutional clients, charging fees as a percentage of assets under management. It does not self-identify as an active ESG investor, and it is not designated as a multi-state adviser. The firm is also involved in pooled-vehicle activity in an industry capacity (CPO/CTA and sponsor, general partner or managing member of pooled investment vehicles).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • HOWARD CUNNINGHAM

    Founder & Chief Investment OfficerCRD 4586537

Contacts

3 of 3
  • JAMES SCHMID

    Financial Advisor and Registered RepresentativeCRD 5311159

  • John Leverett

    Investment Advisor RepresentativeCRD 7240125

  • RYAN ADAMS

    Investment Adviser RepresentativeCRD 5724615

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth