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 that describes itself as a capital allocator serving individual and family clients. Registered with the SEC in 2021 and organized as an LLC, the firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines a percentage-of-AUM component and fixed fees. Cushing does not list itself as an active ESG investor and appears focused on traditional and alternative allocations rather than pension or institutional consulting.
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 2JACOB 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
$138M in ETFs
52%
$71.2M
39%
$67.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $12.7M | 301,778 | 9.16% |
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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