Cushing Capital Partners LLC

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Assets, Funds, Holdings

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Cushing Capital Partners LLC
CRD #313497
SEC #801-120953
CIK #0002054827
AUM $232.9 M (2025-03-14)
Employees 4 (50% Investors, 0% Brokers)
Phone262-256-0590
Address417 Genesee Street
Delafield, WI 53018
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 3.3
iShares Silver Trust 2.0
KKR & Co LP 2.0
Apple Inc 1.9
Microsoft Corp 1.5
Wal Mart Stores Inc 1.3
VISA Inc 1.3
 
 
 
 
Holdings by Sector ($M)
1209672482402024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 102 31.1
(b) Individuals (high net worth individuals) 96 197.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 3.1
(n) Other 0 0.0
Total 659 232.9
By Discretionary
Discretionary 570 201.4
Non-Discretionary 89 31.5
Total 659 232.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 232.9
Total 659 232.9
EDGAR Form CIK 2011 - 2025
13F-HR [0002054827]
Comparable Firms State AUM ($B)
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SC 0.2
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IN 0.2
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GA 0.2
Capstone Wealth Management Group LLC
OR 0.2
Riverbend Wealth Management LLC
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Worth Financial Advisory Group LLC
NC 0.2
Sorenson Impact Advisory LLC
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Mission Financial Group LLC
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Carbon Collective Investing LLC
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Flatrock Wealth Partners LLC
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