A complete list of active advisors currently associated with Cushing Capital Partners, LLC

Warmer can help you find a great advisor at Cushing Capital Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cushing Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.