DC
DC
David Cunningham
27 Years of Experience
Annapolis, MD
1 Disclosure
David Cunningham is a registered investment advisor at Westbourne Investment Advisors INC., based in Annapolis, MD, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 203 clients with $450M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
203 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$448.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees do not exceed 1.50% per annum and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
410 Severn Avenue, Ste 409, Annapolis, MD, 21403
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 1990Employment History
Current Registrations
Westbourne Investment Advisors INC.
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Cunningham Capital Management, LLC
August 2012 - February 2013 · 6 mos
Foxhall Capital Management, INC.
January 1997 - July 2007 · 10 yrs 6 mos
State Registrations2 states
DCMD
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.