Cushing Capital Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Cushing Capital Partners reports 199 clients. They include 102 individual clients and 97 high-net-worth individuals. Of its assets, 86.9% ($239M across 575 accounts) are managed with discretion; $36M across 89 accounts are not. A wrap fee program the firm both sponsors and manages holds $193M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 13% |
| High-net-worth individuals | 49% | 85% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $35.1M | 12.8% | $344K |
| High-net-worth individuals | 97 | $235M | 85.5% | $2.42M |
| Charitable organizations | Fewer than 5 | $817K | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $4M | 1.5% | — |
| Total | 199 | $275M | 100% | — |
- Clients
- 102
- Regulatory AUM
- $35.1M
- AUM share
- 12.8%
- Avg. per client
- $344K
- Clients
- 97
- Regulatory AUM
- $235M
- AUM share
- 85.5%
- Avg. per client
- $2.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $817K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 199
- Regulatory AUM
- $275M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cushing Capital Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial planning and consulting fees are billed at a fixed rate in advance and generally do not exceed $20,000 annually.
Mayer Capital, LLC owns 50% to 75% of Cushing Capital Partners and is in turn owned by Jacob Mayer (75% or more). The leadership team of Cushing Capital Partners includes Chief Compliance Officer Matthew Ottusch. It has 2 employees.
Leadership
- Matthew OttuschChief Compliance Officer
- Jacob MayerManaging Partner
- Jonathan ThompsonManaging Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jacob Steven Mayer
- Matthew James Ottusch
- Jonathan Raymond Thompson
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Cushing Capital Partners, LLC
Mayer Capital, LLC
Control person · since March 2021
- Owns 75% or more of Mayer Capital, LLC
Jacob Mayer
Control person · since March 2021
- Owns 25% to 50% of Cushing Capital Partners, LLC
JCT Capital LLC
Control person · since September 2026
- Owns 75% or more of JCT Capital LLC
Jonathan Thompson
Control person · since September 2026
Cushing Capital Partners’ regulatory assets grew Infinity× from $0 (March 2021) to $275M (September 2026); employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $275M | 199 | 2 | 1 |
| March 2025 | $233M | 198 | 4 | 1 |
| January 2024 | $209M | 201 | 5 | 1 |
| June 2023 | $187M | 211 | 5 | 1 |
| March 2022 | $210M | 216 | 5 | 1 |
| March 2021 | $0 | 0 | 3 | 1 |
Besides its headquarters, Cushing Capital Partners has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 417 Genesee Street, DelafieldHQ
Contact and registration details
- Legal name
- Cushing Capital Partners, LLC
- Headquarters
- 417 Genesee Street, Delafield, WI 53018
- Website
- cushingcap.com
- Phone
- 262-256-0590
- @cushing-capital-partners
- SEC file
- 801-120953
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Cushing Capital Partners uses Wells Fargo Clearing Services ($275M) as custodian for its separately managed accounts. Cushing Capital Partners does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $275M100%
At year end, Cushing Capital Partners’ separately managed accounts were mostly in stocks (69%) and funds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 99 positions; the largest are ETF Ser Solutions (10.0%), ETF Ser Solutions (6.4%) and SPDR Series Trust (4.1%).
What the accounts hold
- Stocks69%
- Funds22%
- Bonds6%
- U.S. government and agency bonds2%
- State and local bonds2%
- Investment grade corporate bonds2%
- Cash3%
Reported 13F holdings
- $145M
- Reported 13F value
- 99
- Positions
- 40.3%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- ETF Ser Solutions · Aptus Collrd Inv10.0%
- ETF Ser Solutions · Aptus Defined6.4%
- SPDR Series Trust · ST Str P500etf4.1%
- Capital Group Core Equity ET · Shs Creat Unit3.8%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt3.0%
- Vanguard Star Fds · VG TL Intl Stk F3.0%
- First TR Exchange Traded FD · Dorsey Wrt 5 ETF2.6%
- ETF Ser Solutions · Opus Sml CP VL2.5%
- Proshares TR · S&P 500 DV Arist2.5%
- iShares TR · Core S&P Mcp ETF2.4%
Together, the ten largest are 40.3% of reported value.
How many clients does Cushing Capital Partners have?
Cushing Capital Partners has 199 clients and manages $275 million for them, as of September 2026. They include 102 individual clients and 97 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Cushing Capital Partners offer?
Cushing Capital Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Cushing Capital Partners use?
Cushing Capital Partners’ separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $275M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Cushing Capital Partners have?
Cushing Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cushing Capital Partners invest in?
At the end of its last fiscal year, Cushing Capital Partners’ separately managed accounts held 69% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cushing Capital Partners?
Cushing Capital Partners is owned through holding companies by Jacob Mayer and Jonathan Thompson. Its direct owners are Mayer Capital, LLC (50% to 75%) and JCT Capital LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Cushing Capital Partners get paid?
Cushing Capital Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cushing Capital Partners?
Cushing Capital Partners’ main office is at 417 Genesee Street, Delafield, WI 53018. Its phone number is 262-256-0590. Its website is cushingcap.com.