Cushing Capital Partners, LLC
Firm details
- Headquarters
- Delafield, Wisconsin
- CRD number
- 313497
- Registered since
- April 26, 2021
- Website
- cushingcap.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.47%
- Individuals12.78%
- Corporations / Businesses1.46%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cushing Capital Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm describes itself as a capital allocator serving individual and family clients, operating under a mix of percentage-of-AUM and fixed-fee arrangements. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. The firm does not market itself as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
2 of 2
Jacob Mayer
Co-FounderCRD 6295678
Matthew Ottusch
Co-FounderCRD 1934320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$159M in ETFs
52%
$82M
38%
$77.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $14.5M | 313,908 | 9.10% |
Location
Delafield, WI
Waukesha
Location
Delafield, WI
Headquartered in Delafield, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 417 Genesee St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Pavlic Investment Advisors, Inc.
RIADelafield, WI
Behl Wealth Management
RIADelafield, WI
1492 Capital Management, LLC
RIAMilwaukee, WI
CWP Private Wealth Management
RIAWest Bend, WI
Walleye Partners LLC
RIAMadison, WI
Client First Investment Management LLC
RIAWest Bend, WI