Fee-only adviser · Delafield, WI
Cushing Capital Partners, LLC
Cushing Capital Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Delafield, Wisconsin. On its latest Form ADV, filed September 2, 2026, it reports $275M in regulatory assets under management, 199 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 313497 · SEC file 801-120953 |
| Office | 417 Genesee Street Delafield, WI 53018 |
| Phone | (262) 256-0590 |
| Website | cushingcap.com |
| Regulatory assets under management | $275M ($239M discretionary) |
| Individual clients | 102 non-high-net-worth, 97 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Delafield
See all 3 fee-only advisers in Delafield →
Nearby
- Waukesha 6 firms
- Pewaukee 2 firms
- Hartland 2 firms
- Brookfield 8 firms
- Elm Grove 4 firms
- East Troy 1 firm
- Wauwatosa 3 firms
- Muskego 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Cushing Capital Partners, LLC? Update this listing.