Cunning Capital, LLC

Fee-Only (% of Portfolio)

Cunning Capital manages discretionary investments for a private partnership, Cunning Capital Partners, LP. The firm focuses on achieving long-term capital appreciation by buying and selling common stocks of diverse U.S. companies using fundamental analysis. Cunning Capital does not provide tailored investment advice to individual partners or manage separate individual accounts; all services are directed exclusively through the private investment fund. The firm is owned and operated by David Russell Cunningham and Elizabeth Leigh Foreman.

Assets Under Management$230M
Clients1
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee is assessed quarterly at 0.25% (1.0% per annum) of the capital account balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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