Cushing Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cushing Capital serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering investment and wealth management, financial planning and consulting, selection of independent managers, and fiduciary and non‑fiduciary services for retirement plans. The firm provides both discretionary and non‑discretionary portfolio management and may advise on held-away assets, annuities, and employer‑sponsored retirement plan investments as part of broader wealth management engagements.
The firm’s investment approach emphasizes customized, risk‑adjusted, tax‑aware asset allocation and uses a mix of active and passive strategies, primarily allocating to individual equity and debt securities and ETFs. Cushing Capital routinely incorporates third‑party research and model portfolios and may delegate portions of client assets to Independent Managers, which it monitors on an ongoing basis to ensure alignment with clients’ objectives.
Cushing Capital is a wrap fee program sponsor, a structure that is uncommon among peers, and it consolidates sub‑advisory fees charged by Independent Managers within certain wrap arrangements for managed account platforms. The firm’s multi‑platform access — including managed account programs and a model marketplace — and its relationships with custodial and brokerage providers that support bundled execution, reporting and tax tools are notable operational features that differentiate its service delivery.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services, generally not exceeding $20,000 annually
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
Clients subscribed to Altruist One Program pay a monthly fee of 0.01% of average daily balance, with a $1 minimum per account
Minimum fee: Minimum annual fee of $3,750 per client relationship for investment and wealth management services (may be waived) Fee-only: Advisory services are offered on a fee-only basis
Main office
417 Genesee Street
Delafield WI 53018
Advisors at this office
3
Most active in
Colorado · Florida · Illinois · Minnesota · Nebraska · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jacob M
CFP®, Series 66
Delafield, WI
Cushing Capital Partners, LLC
Jacob Mayer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Cushing Capital Partners, LLC since 2021, following five years at Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Mayer is a partner in entities involved in managing private real estate and business assets. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering investment and wealth management, financial planning, and fiduciary services. The firm’s approach emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies, and it supports multi-platform access and independent manager oversight.
Jonathan T
Series 63, Series 65
Delafield, WI
Cushing Capital Partners, LLC
Jonathan Thompson is a financial advisor at Cushing Capital Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MLG Capital and SARA Investment Real Estate. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals and plan sponsors, providing investment and wealth management, financial planning, and fiduciary services. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using both active and passive strategies and offers multi-platform access to managed account programs and independent manager solutions.
Matthew O
CFP®, Series 63, Series 66
Delafield, WI
Cushing Capital Partners, LLC
Matthew Ottusch is a CFP® professional with 37 years of industry experience. He is currently with Cushing Capital Partners, LLC, where he has worked since 2021. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he oversees farm operations for two agricultural businesses located in Wisconsin. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering comprehensive investment and wealth management, financial planning, and consulting services. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a mix of active and passive strategies, and it employs both discretionary and non-discretionary portfolio management with access to multiple managed account platforms and independent manager oversight.
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