cushing capital partners
Cushing Capital Partners is a fee-only Registered Investment Adviser that provides integrated financial planning and investment management services to high net worth individuals with $1M+ in investable assets, serving clients nationwide from its Delafield, Wisconsin headquarters.
- Company typePrivate
- Founded2021
- HeadquartersDelafield, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What cushing capital partners does
Cushing Capital Partners, LLC is a fee-only Registered Investment Adviser headquartered in Delafield, Wisconsin, serving high net worth individuals with at least $1M in investable assets on a nationwide basis. The firm was co-founded by Jake Mayer, CFP® (Chief Operating Officer) and Matt Ottusch, CFP® (Chief Compliance Officer), both previously Senior Vice President-level advisors at Wells Fargo Advisors. It operates with a four-person named team reporting over 125 years of combined wealth management experience, composed of the two co-founders plus Angie Juneau (Director of Client Services) and Jackie Speth (Senior Client Service Associate).
The firm offers two integrated core services: Financial Planning and Investment Management. Financial Planning is delivered through a structured five-step process (Discovery, Plan Design, Presentation, Implementation, Ongoing Monitoring) covering retirement, tax, insurance, asset allocation, and passive income strategies. Investment Management combines long-term buy-and-hold allocation with trend-following tactical management across equities, fixed income, commodities, private real estate, managed futures, and other alternatives. Technology infrastructure is built on third-party integrations rather than proprietary platforms: First Clearing provides custodial and clearing services, and Right Capital supplies the financial planning software, both accessible to clients through a unified portal.
Cushing Capital operates under a fiduciary, fee-only (commission-free) compensation model with custom-quoted annual fees tied to client complexity. Its go-to-market is consultative and sales-led: a 20-minute introductory call, a discovery meeting, and a plan presentation meeting, offered both in-person and via Zoom. The firm relies on a mix of website content, an active multi-platform social media presence, podcasts, email newsletters, and client referrals for top-of-funnel demand, and markets fiduciary standards and CFP® credentials as its principal differentiation versus commission-based brokerage alternatives.
cushing capital partners firmographics
Firmographics- Name
- cushing capital partners
- Legal name
- Cushing Capital Partners, LLC
- Website
- https://cushingcap.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Cushing Capital Partners is a fee-only Registered Investment Adviser that provides integrated financial planning and investment management services to high net worth individuals with $1M+ in investable assets, serving clients nationwide from its Delafield, Wisconsin headquarters.
- Ownership category
- akta.pro rank
Where cushing capital partners is headquartered
LocationHeadquarters
- HQ city
- Delafield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
cushing capital partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Fee-Only Advisory Services: Commission-free fee-only firm. Fees encompass investment management of accounts and all aspects of ongoing financial planning services. Fee structure based on client needs and complexity of financial circumstances, designed to align incentives between advisor and client.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom fee structure based on complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
cushing capital partners product offering
Product offeringCore offering
Cushing Capital Partners is a fee-only Registered Investment Adviser that delivers comprehensive, personalized financial planning and tactical investment management to high net worth individuals. Its Financial Planning service covers retirement, tax, insurance optimization, asset allocation, and passive income strategies through a five-step Discovery–Design–Presentation–Implementation–Ongoing Monitoring process. Its Investment Management service builds customized portfolios combining long-term buy-and-hold with trend-following approaches across equities, fixed income, commodities, private real estate, managed futures, and alternative investments.
Product overview
Cushing Capital Partners offers two integrated core services: Financial Planning and Investment Management. The firm operates as a unified fee-only registered investment advisory practice where financial planning informs investment decisions and investment management executes the strategic allocation outlined in clients' comprehensive financial plans. The Financial Planning service encompasses retirement planning, tax planning, insurance optimization, and passive income strategies through a structured five-step process (Discovery, Plan Design, Presentation, Implementation, Ongoing Monitoring), while Investment Management provides tactical portfolio construction using both traditional assets (equities, fixed income) and alternative investments (commodities, private real estate, managed futures).
Differentiator
Problem solved
Functional benefit
Companies that use cushing capital partners
Customer profileSegments1 record
Ideal customer profiles1 record
cushing capital partners technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
cushing capital partners partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered supporting.
- First ClearingsupportingThird-party clearing services platform providing secure account access for Cushing Capital Partners clients. Linked through the client portal for account management.
- Right CapitalsupportingFinancial planning software platform used by Cushing Capital Partners for client account access and planning tools. Linked through the client portal.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
cushing capital partners competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Fee-only RIA providing financial planning and investment management to HNW individuals, with a similar fiduciary, no-commission model. Closely comparable in service mix, target client, and consultative sales approach.
- Ronald Blue Trust: Fee-only Christian-affiliated RIA serving HNW households with integrated financial planning and investment management. Highly comparable given Cushing's faith-oriented team background (UW-Madison, Denver Seminary) and CFP®-led practice model.
- Modera Wealth Management: Fee-only RIA offering comprehensive financial planning and investment management to HNW clients, with a similar team-based advisor model and fiduciary positioning. Comparable in scale and service offering.
- Savant Wealth Management: Fee-only RIA serving individuals and families with financial planning, tax, and investment management services. Comparable mid-market RIA competitor with similar fiduciary positioning and HNW target client.
- Carson Group: RIA platform supporting independent financial advisors with practice management, technology, and investment solutions. Comparable business model serving similar advisor-and-client workflows, with a far larger footprint.
Broad incumbents
- Creative Planning: One of the largest independent, fee-only RIAs in the U.S., offering financial planning and investment management to HNW households. Serves as a scaled incumbent benchmark for the same service mix Cushing offers, but at vastly greater scale.
- Mariner Wealth Advisors: Large national fee-only RIA providing wealth advisory, investment management, and financial planning to HNW clients. Represents the scaled-incumbent version of Cushing's model, competing for the same end client with deeper resources.
- Fisher Investments: Large investment management firm serving HNW individuals with portfolio management services. Overlaps Cushing's investment management offering for similar end clients, though with a much more institutionalized asset-allocation approach.
Emerging players
- Facet Wealth: Tech-enabled, fee-only financial planning and investment management firm serving HNW clients virtually nationwide. Directly comparable in fiduciary, fee-only, virtual-delivery model and represents the digital-native competitive threat to traditional small RIAs.
- Personal Capital (Empower): Hybrid digital wealth management platform combining technology tools with human advisor services for HNW clients. Comparable intersection of financial planning, investment management, and digital delivery that competes for Cushing's target client.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
cushing capital partners social profiles
Digital presencecushing capital partners compliance and trust
Trust signalCompliance3 records
cushing capital partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
cushing capital partners leadership team
Management profileNumber of profiles
Profiles4 records
cushing capital partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
cushing capital partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about cushing capital partners
What does cushing capital partners do?
Cushing Capital Partners is a fee-only Registered Investment Adviser that delivers comprehensive, personalized financial planning and tactical investment management to high net worth individuals. Its Financial Planning service covers retirement, tax, insurance optimization, asset allocation, and passive income strategies through a five-step Discovery–Design–Presentation–Implementation–Ongoing Monitoring process. Its Investment Management service builds customized portfolios combining long-term buy-and-hold with trend-following approaches across equities, fixed income, commodities, private real estate, managed futures, and alternative investments.
Is cushing capital partners a public or private company?
cushing capital partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was cushing capital partners founded?
cushing capital partners was founded in 2021. It employs 1 to 10 people.
Where is cushing capital partners based?
cushing capital partners is headquartered in Delafield, United States, in the North America region.
How does cushing capital partners make money?
One revenue line is on record: fee-Only Advisory Services.
Who are cushing capital partners's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Ronald Blue Trust, Modera Wealth Management, Savant Wealth Management and Carson Group. Broad incumbents are Creative Planning, Mariner Wealth Advisors and Fisher Investments. Emerging players are Facet Wealth and Personal Capital (Empower).
Does cushing capital partners have an API?
No public API is recorded for cushing capital partners.