# Cushing Capital Partners, LLC

> Cushing Capital Partners, LLC is an SEC-registered investment advisory firm in Delafield, WI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 313497
- Filed as: CUSHING CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Delafield, WI
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313497
- AdvisorCensus page: https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497

## Quick answers

**How is Cushing Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cushing Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cushing Capital Partners, LLC located?**
Cushing Capital Partners, LLC's principal office is in Delafield, WI, according to its Form ADV.

**Is Cushing Capital Partners, LLC registered with the SEC or a state?**
Cushing Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313497.

**How much does Cushing Capital Partners, LLC manage?**
Cushing Capital Partners, LLC reports $274,702,787 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (87% discretionary).

**How have Cushing Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cushing Capital Partners, LLC: Regulatory assets under management: $224,727,503 in the October 2021 data and $274,702,787 in the October 2026 data, up 22%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cushing Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (97).

**Which custodians does Cushing Capital Partners, LLC use?**
Cushing Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cushing Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313497

**What changed in Cushing Capital Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $274,702,787
- Discretionary: $238,740,317
- Non-discretionary: $35,962,470

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $35,108,782 |
| High net worth individuals | 97 | $234,779,637 |
| Charitable organizations | Fewer than 5 | $816,994 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,997,374 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, IL, MN, NE, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cushingcap.com
- Facebook @CushingCap
- Instagram @cushing_capital
- LinkedIn @cushing-capital-partners
- X @CushingCapPtnrs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $224,727,503 | 4 | August 20, 2021 |
| October 2022 | $210,257,100 | 5 | March 9, 2022 |
| October 2023 | $186,806,498 | 5 | June 27, 2023 |
| October 2024 | $208,625,611 | 5 | January 26, 2024 |
| October 2025 | $232,901,370 | 4 | March 14, 2025 |
| October 2026 | $274,702,787 | 2 | September 2, 2026 |

Regulatory assets under management: $224,727,503 in the October 2021 data and $274,702,787 in the October 2026 data, up 22%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $232,901,370 to $274,702,787 (+18%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cushing Capital Partners, LLC (CRD 313497): Form ADV filing data as of October 2026.