SourcingSourcing

CUSHING CAPITAL PARTNERS, LLC

C46
CRD 313497·SEC 801-120953·DELAFIELD, WI
AUM
$274.7M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$824K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CUSHING CAPITAL PARTNERS, LLC
CRD
313497
SEC file #
801-120953
EIN
861241427
DBA names
—

Economics

AUM
$274.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$224.7M → $274.7M▲ +22%
Client mix
Individuals Other102
Individuals High Net Worth97

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
DELAFIELD WI
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
facebook.com/cushingcap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAYER CAPITAL, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MAYER CAPITAL, LLC
MJO CONSULTING, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cushing.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054827
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-07
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0002054827-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4326
Soi Zip Pct 200k Plus
0.2073
Soi Zip Returns 200k Plus
800
Soi Zip Total AGI
687,966
Fdic Zip Total Deposits
17,253,113,000
Fdic Zip Branch Count
173
Fdic Zip Top Banks
Town Bank
Town Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Wells Fargo6
E*trade4
Edgar Addresses
Mailing
417 GENESSE STREETDELAFIELD, WI 53018
Business
417 GENESSE STREETDELAFIELD, WI 53018
Edgar EIN
861241427
Edgar Recent Filings
13F-HR2026-04-20 · 0002054827-26-000002
13F-HR2026-01-14 · 0002054827-26-000001
Fdic Zip Branches Raw
Firstar Bank Milwaukee, National AssociationDelafield, WI
Bank One, Milwaukee, National AssociationDelafield, WI
Fdic Zip HHI
1806.6
Fdic Zip Top Bank Share Pct
30.14
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI8,537
Returns820
Stub 2
AGI20,926
Returns560
Stub 3
AGI27,290
Returns440
Soi Zip Total Business Income
19,449
Soi Zip Total Cap Gains
73,980
Soi Zip Total Dividends
22,907
Soi Zip Total Returns
3,860
Trust Company Affiliate
No

People (2)

2
MAYER, JACOB, STEVEN
IAR · Executive Officer · 2.5%
6295678
OTTUSCH, MATTHEW, JAMES
IAR · Executive Officer · 2.5%
1934320