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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Howard Cunningham

    Founder & Chief Investment OfficerCRD 4586537

Contacts

3 of 3
  • James Schmid

    Financial Advisor and Registered RepresentativeCRD 5311159

  • John Leverett

    John Leverett

    Investment Advisor RepresentativeCRD 7240125

  • Ryan Adams

    Ryan Adams

    Investment Adviser RepresentativeCRD 5724615

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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