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Cunningham Wealth Management

Cunningham Wealth Management. CRD 148023

Cunningham Wealth Management logo

CRD: 148023

Cunningham Wealth Management

Broadview Heights, OH, 44147
4407171350
www.c-p-a.com
$94.2M Total AUM
$51.6M Disc. AUM
-- 3Y CAGR
4 Employees
185 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Lincoln Financial
Clients
Retail and Institutional
Platforms
Value crestHarbor summit
Established Date
11-17-2008
Office Locations
2

Office Locations

106 Langtree Village Drive Suite 301 Mooresville NC
60 Eagle Valley Court Broadview Heights OH

About Cunningham Wealth Management

Cunningham Wealth Management provides financial planning and investment management for individuals and business owners, including estate and tax planning and insurance guidance. Portfolios emphasize asset allocation using mutual funds and ETFs alongside fixed income. Founded in 1992, the firm operates across four offices in Ohio, South Carolina, and North Carolina with 15+ years average staff tenure; custody includes Fidelity/NFS.

Team overview

25 AVG AGE
$23.6M AVG AUM / ADVISOR
$509.3K AVG AUM / CLIENT
11.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Harbor glacier Legacy Optima Vital

Client Personas

Crest north Peak timber

Custodian

Meridian

Investment Themes

Ember insight Alpha delta Bridge Alpha insight

Investment Vehicles

Wave ridge

Services

Radial timber Ridge Vector beacon Focus Peak Quantum unison Frontier Alpha bridge

Technology

Alpha Bridge legacy

Owner & Executives

G

GLENN NMN CUNNINGHAM

Investment Advisor, President

CRD
#3194874
Ownership
75% or more
(257) 574-1997
ember.peak@foundationcapital.com
in linkedin.com/in/frontier-radial
K

KYLE EOIN KENNEDY

Chief Compliance Officer, Director

CRD
#7503006
Ownership
Less than 5%
(270) 674-8329
wave.quantum@crestcapital.com
in linkedin.com/in/zenith-timber

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Contacts

DANIEL PATRICK CUNNINGHAM

DANIEL PATRICK CUNNINGHAM

Director

CRD
#7094566
(938) 384-5090
timber.fusion@ridgecapital.com
in linkedin.com/in/horizon-fusion
J

JAMES LOUIS DAVIS

Cpa, Financial Planner

CRD
#4685981
(660) 345-5081
value.peak@wavecapital.com
in linkedin.com/in/delta-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2011
06-12-2012
Category Assets AVG. Account size
Discretionary $51,569,412 $300,787
Non-Discretionary $42,653,476 $210,181
Total $94,222,888 $223,415

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Separately Managed Accounts

Total SMA Asset: $94,222,888

$94.2M Total SMA
Public Funds:
23.1%
Equity - Exchange:
10.9%
U.S. Government/Agency:
11.5%
Cash:
27.9%
Municipal Bonds:
4.8%
Private Funds:
21.8%
Asset class Assets Assets %
Public Funds $1,010,152,192 23.1%
Equity - Exchange $476,651,900 10.9%
U.S. Government/Agency $502,889,619 11.5%
Cash $1,220,053,946 27.9%
Municipal Bonds $209,901,754 4.8%
Private Funds $953,303,802 21.8%
Total $4,372,953,213 100.0%

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