Cushing Capital Partners, LLC
Cushing Capital Partners, LLC is a fee-only Registered Investment Advisory firm headquartered in Delafield, Wisconsin. Founded in 2021, the firm offers investment management and financial planning services to private clients throughout the United States, acting as a fiduciary. The team boasts over 125 years of combined wealth management experience and serves individuals, families, and small businesses.
Investment Strategy
Cushing Capital Partners operates as a fiduciary, developing personalized investment strategies that prioritize clients' best interests and individual financial goals. The firm focuses on holistic financial planning and investment management, employing CERTIFIED FINANCIAL PLANNER™ professionals and tailoring solutions to the unique needs of each client. Cushing Capital adheres to disciplined, goal-based investment strategies and provides ongoing portfolio management, emphasizing client education, transparency, and sound advisory practices.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 9.94% | $12.7M | 292,169 | $40.08 | $43.43 | +$938.2K |
D DRSK | ETF SER SOLUTIONS | 6.37% | $8.1M | 281,975 | $27.55 | $28.83 | +$463.3K |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 4.38% | $5.6M | 141,067 | $35.26 | $39.54 | +$697.4K |
S SPLG | SPDR SERIES TRUST | 3.87% | $4.9M | 63,023 | $69.49 | $78.34 | +$379.5K |
I IAU | ISHARES GOLD TR | 3.14% | $4.0M | 55,032 | $51.79 | $72.77 | +$741.1K |