Cunningham Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,953,791
Clients
26
Advisors
3
of 4 employees
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
Expertise
Occupation focus
Fee options
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
Account minimum: $25,000
Main office
9190 Double Diamond Parkway, Suite 135
Reno NV 89521
Advisors at this office
3
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
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
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.
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