$274.7M Total AUM
$238.7M Disc. AUM
-- 3Y CAGR
2 Employees
199 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Oak harborSignal fusion
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
417 Genesee Street Delafield WI
About Cushing Capital Partners, LLC
Cushing Capital Partners is a Wisconsin-based, fee-only fiduciary RIA providing investment management and financial planning. The team includes CFP® professionals and emphasizes client-specific strategies. Portfolios lean heavily on ETFs alongside public funds and fixed income, and the firm serves both retail and institutional relationships, with custody through platforms such as Wells Fargo/First Clearing.
Team overview
61 AVG AGE
$137.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Open the full profile to inspect shifts in insight vital.
See the complete signal summary connected to atlas.
Full visibility includes strategy notes for focus north vector.
Full visibility includes strategy notes for horizon delta.
Unlock to compare peer behavior around timber ember.
Request access to benchmark trends tied to focus meridian.
Open the full profile to inspect shifts in optima pathway.
Open the full profile to inspect shifts in zenith eagle.
Asset Classes
Optima glacier Signal Pioneer alpha Vertex Crest prime Momentum
Client Personas
Ember
CRM
Timber ember
Custodian
Optima
Investment Themes
Vector Wave ember Glacier
Investment Vehicles
Radial north
Services
Optima peak Bridge Bridge matrix Frontier radial Atlas Zenith Legacy momentum Focus summit Value element Vital momentum
Technology
Ember ember Value glacier
Owner & Executives
J
JACOB STEVEN MAYER
Managing Partner, Partner
- CRD
- #6295678
- Ownership
- Less than 5%
(713) 372-5066
pathway.value@catalystcapital.com
in linkedin.com/in/beacon-bridge
MATTHEW JAMES OTTUSCH
Chief Compliance Officer, Managing Partner
- CRD
- #1934320
- Ownership
- Less than 5%
(756) 908-7159
pathway.prime@northcapital.com
in linkedin.com/in/glacier-timber
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,740,317 | $415,201 |
| Non-Discretionary | $35,962,470 | $404,073 |
| Total | $274,702,787 | $413,709 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $274,702,787
Equity - Exchange:
15.4% Public Funds:
24.8% Cash:
9.2% Corporate - Investment Grade:
29.1% Municipal Bonds:
13.0% U.S. Government/Agency:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,242,539,958 | 15.4% |
| Public Funds | $2,000,973,439 | 24.8% |
| Cash | $742,296,598 | 9.2% |
| Corporate - Investment Grade | $2,347,916,414 | 29.1% |
| Municipal Bonds | $1,048,897,367 | 13.0% |
| U.S. Government/Agency | $685,817,510 | 8.5% |
| Total | $8,068,441,286 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK OPTIMA DELTA | VECTOR FOUNDATION | P13KCHRBX | HNOH | 7.13% | $21,098,072 |
| PRIME WAVE | MATRIX VERTEX | KGHK7CQTG | TATU | 10.09% | $36,804,132 |
| ALPHA ZENITH | CREST PATHWAY | THC64RENK | XIQ | 2.08% | $70,725,177 |
| NORTH RADIAL CATALYST | VITAL SUMMIT | 7KMLLOJ1S | QND | 5.54% | $110,628,760 |
| ATLAS ATLAS OPTIMA | SIGNAL FRONTIER | T3FOTDL3E | SYAD | 7.70% | $38,034,672 |
| UNISON SIGNAL ELEMENT | MOMENTUM NORTH | AUH4IAPUY | MSVMC | 9.60% | $85,961,617 |
| FRONTIER CAPITAL | HARBOR VECTOR | QBTFU10BP | CCA | 6.22% | $43,498,074 |
| FOCUS INSIGHT BEACON | VECTOR TIMBER | VXHFN1UP4 | WVHSB | 12.26% | $87,274,588 |