Cushing Capital Partners, LLC logo

Cushing Capital Partners, LLC

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Client assets under management

$269,888,419

Clients

199

49% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

100

High

Average account size

$1,356,223

About

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.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services, generally not exceeding $20,000 annually.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - Negotiable: Negotiable

Subscriptions

Altruist One Program subscription fee of 0.01% monthly based on average daily balance with a $1 minimum per account.

Other

Minimum fee: Minimum annual fee of $3,750 per client relationship for investment and wealth management services (may be waived) Fee-only: Yes, advisory services offered on a fee-only basis.

Main office location

Cushing Capital Partners, LLC

417 Genesee Street

Delafield WI 53018, United States

Number of offices

1

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

Advisors at this firm

user avatar

Jacob M

CFP®, Series 66

Delafield, WI

Cushing Capital Partners, LLC

Jacob Mayer is a CFP® with 10 years of industry experience and currently serves as an advisor at Cushing Capital Partners, LLC. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Mayer is a partner in Verstand Partners LLC, an entity that seeks to own private real estate and business assets. Cushing Capital Partners serves individual and high-net-worth clients, foundations, businesses, and retirement plan sponsors by providing investment and wealth management, financial planning, consulting, and fiduciary and non-fiduciary plan services. The firm manages client accounts using risk-adjusted, tax-aware asset allocations that combine active and passive strategies and may include allocations to independent third-party managers.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
user avatar

Matthew O

CFP®, Series 63, Series 66

Delafield, WI

Cushing Capital Partners, LLC

Matthew Ottusch is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Cushing Capital Partners, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services from 2010 to 2021. Outside of his advisory role, he is involved in agricultural and silviculture operations, overseeing farm activities through entities such as Rock Bend Farms, LLP and The Empty Nest LLC. Cushing Capital Partners serves individual and high-net-worth clients, foundations, businesses, and retirement plan sponsors, offering investment and wealth management, financial planning, and consulting services. The firm constructs tax-aware, risk-adjusted portfolios combining active and passive strategies and utilizes both discretionary and non-discretionary management approaches, including access to third-party independent managers and wrap fee programs.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
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