Richard
Cunningham

Dimensional Fund Advisors Lp

CRD#7178349
Investment Advisor
in Austin, TX

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About this Advisor

Richard Cunningham is a financial advisor working in Austin, Texas, with a total of 10 years of work experience. Cunningham is an advisor for Dimensional Fund Advisors Lp. Their career trajectory has included roles at Dimensional Fund Advisors, Baylor University and Stephen F. Austin High School. Cunningham holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Dimensional Fund Advisors Lp is a firm that has its headquarters in Austin, Texas. The company has offices in two locations and a total of 1,050 people on staff. It has $663 billion in assets among its 462 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 462 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in investable assets. Dimensional Fund Advisors Lp has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees largely depend on which services are provided. However, fees charged by Dimensional Fund Advisors Lp most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

TX Average: $3,042,739,679
Total Number of Employees

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Richard Cunningham Work History

Richard has 10 years of experience.

2019 - Present (2 years)

Dimensional Fund Advisors

2014 - 2019 (5 years)

Baylor University

2010 - 2014 (4 years)

Stephen F. Austin High School

Disclosures

Richard Cunningham has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Arun Keswani
Austin, TX
Stephen Rodriguez
Austin, TX
Richard Tatlow
Austin, TX
Michael Mccann
Austin, TX
Kristopher Hicks
Austin, TX
Graham Dorland
Austin, TX
Mandy Solin
Austin, TX
Rebecca Eby
Austin, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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