Data / Investment advisers / Wisconsin / Cushing Capital Partners, LLC
Cushing Capital Partners, LLC, Delafield, WI: $275 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cushing Capital Partners, LLC is an SEC registered investment adviser with its main office in Delafield, Wisconsin and reports $275 million in regulatory assets under management in its Form ADV filed September 2, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 313497
- SEC file number
- 801-120953
- SEC status
- Approved, effective April 26, 2021
- Main office
- 417 Genesee Street, Delafield, WI 53018
- Phone
- (262) 256-0590
- Regulatory AUM
- $274,702,787 in the Form ADV filed September 2, 2026
- Discretionary AUM
- $238,740,317
- Non discretionary AUM
- $35,962,470
- Accounts
- 664
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 97 | $234.8 million |
| Individuals (other than high net worth individuals) | 102 | $35.1 million |
| Corporations or other businesses | Fewer than 5 | $4 million |
| Charitable organizations | Fewer than 5 | $816,994 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $274.7 million | March 5, 2026 |
| December 1, 2025 | $232.9 million | October 21, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sugar Maple Asset Management, LLC | Sister Bay | $291.5 million | 1 | adviserinfo.sec.gov |
| Brook Capital | Brookfield | $283.3 million | Not listed | adviserinfo.sec.gov |
| Macco Financial Group, Inc. | Green Bay | $277.8 million | Not listed | adviserinfo.sec.gov |
| Walleye Partners LLC | Madison | $276.7 million | Not listed | adviserinfo.sec.gov |
| CWP Private Wealth Management | West Bend | $276.1 million | Not listed | adviserinfo.sec.gov |
| 1492 Capital Management, LLC | Milwaukee | $274.6 million | Not listed | adviserinfo.sec.gov |
| Client First Investment Management LLC | West Bend | $271.9 million | Not listed | adviserinfo.sec.gov |
| Mendota Financial Group, LLC | Madison | $254.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cushing Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.