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 that serves individual and family clients. The firm is SEC-registered (registered in 2021) and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements include both a percentage of assets under management and fixed fees. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3
Jacob Mayer
Co-FounderCRD 6295678
Matthew Ottusch
Co-FounderCRD 1934320
Jonathan Thompson
Vice President of Portfolio ManagementCRD 8028169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$165M in ETFs
49%
$80.2M
41%
$84.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $14.8M | 316,241 | 8.99% |
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
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