Cunningham Investment Management, LLC logo

Cunningham Investment Management, LLC

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Client assets under management

$10,953,791

Clients

26

62% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$421,300

About

Cunningham Investment Management, LLC provides discretionary and non‑discretionary portfolio management through separately managed accounts and unified managed accounts for individuals, family offices, financial advisors and institutions. The firm also offers private‑labeled research and licensed model implementations to other investment advisers and distributes its strategies through managed‑account platforms.

CIM’s investment approach is systematic and quantitatively driven: its InvestFlex™ suite uses a proprietary Dynamic Asset Allocation process and a Risk‑Adjusted Performance Ratio (RAPR™) to rank ETFs and determine monthly allocations across multiple strategy “sleeves” (fixed income, U.S. and international equity, emerging markets, commodities, alternatives and blended or risk‑based portfolios). The firm implements these model outputs directly in client accounts or as inputs for third‑party managers and platforms, shifting between offensive, defensive or neutral postures based on modeled money flows and price behavior.

Noteworthy distinctions compared with many peers include the firm’s ongoing relationships with other advisers (providing separate account management and private‑labeled research) and an affiliation with an entity that operates a commodity pool, a structure the brochure discloses and for which CIM describes mitigation efforts. The firm also references the use and distribution of hypothetical or simulated model performance and states that its models and related intellectual property were developed with a research affiliate majority‑owned by firm principals.

Client services

Portfolio management Investment research

Expertise

Active portfolio management Factor investing / smart beta Passive / index investing Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Percentage

0.50% to 1.85% annually total fee, including up to 1.25% advisory fee and up to 0.60% management fee for selected strategies

Other

Account minimum: $25,000

Main office location

Cunningham Investment Management, LLC

9190 Double Diamond Parkway, Suite 135

Reno NV 89521, United States

Number of offices

1

Most active in

California · Michigan · Nevada · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Howard C

Series 65

Reno, NV

Cunningham Investment Management, LLC

Howard Cunningham is a financial advisor at Cunningham Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Cunningham Investment Management since 2009 and Cunningham Asset Management since 2002. Cunningham is also majority owner of Algorithmic Solutions, Inc., which develops proprietary software used to support his firm’s advisory services and programs. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process through its InvestFlex™ suite and offers separately managed accounts, unified managed accounts, and private-labeled research for other advisers.

Active portfolio management Factor investing / smart beta Passive / index investing Private / alternative investments Founder/Business Owner
user avatar

Ryan A

Series 65

Reno, NV

Cunningham Investment Management, LLC

Ryan Adams is a financial advisor at Cunningham Investment Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including Intelligent Financial, Inc. and Algorithmic Solutions, Inc. Outside of his advisory role, Adams serves as president of Adams Advisory Services, a business consulting firm. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven approach to dynamic asset allocation through its InvestFlex™ suite, offering model research and managed strategy implementation to other advisers and platforms.

Active portfolio management Factor investing / smart beta Passive / index investing Private / alternative investments Founder/Business Owner
user avatar

John L

Series 65

Reno, NV

Cunningham Investment Management, LLC

John Leverett is a financial advisor at Cunningham Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked as a consultant in accounting and finance at Pinnacle Accounting and Finance since 2018. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process using its proprietary Risk-Adjusted Performance Ratio to manage diversified portfolios and also offers model research and managed strategy implementation to other investment advisers.

Active portfolio management Factor investing / smart beta Passive / index investing Private / alternative investments Founder/Business Owner
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