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 Partners is a registered investment adviser that serves individuals (including high‑net‑worth clients), families, foundations, businesses and retirement plan sponsors, offering investment and wealth management, financial planning, and fiduciary and non‑fiduciary plan consulting. The firm manages roughly $275 million across about 200 client relationships and provides both discretionary and non‑discretionary portfolio management. The firm’s investment process emphasizes customized, risk‑adjusted asset allocation implemented through a mix of active and passive strategies, with security selection guided by qualitative and quantitative analysis and ongoing portfolio monitoring. Cushing Capital also uses third‑party independent managers and model portfolios when appropriate, incorporating tax considerations and periodic manager due diligence into its oversight. What is distinctive about the firm is its role as a wrap fee program sponsor, a structure that is uncommon among comparable supported firms, and its integration with platform and custody arrangements such as Altruist’s Model Marketplace/Altruist One offering and brokerage relationships that have included a TradePMR asset‑match program for transferred funds. The combination of a small advisor team managing institutional‑scale assets, formalized independent manager selection and monitoring, and participation in custody‑level model and subscription programs differentiates its operational model from many peers.

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.