Jacob Mayer
Cushing Capital Partners · Delafield, Wisconsin
Jacob Mayer is a fee-only financial advisor at Cushing Capital Partners in Delafield, Wisconsin, who holds the CFP credential. Cushing Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cushing Capital Partners |
|---|---|
| Based in | Delafield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $274.7M across 664 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6295678 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cushingcap.com |
| Profile |
How Jacob's firm compares
- Cushing Capital Partners's average account is about $414,000, from its Form ADV (assets managed divided by 664 accounts).
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Questions about Jacob
Is Jacob Mayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Cushing Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Cushing Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Mayer based?
Jacob Mayer is based in Delafield, Wisconsin.
What credentials does Jacob Mayer hold?
Jacob Mayer holds the CFP credential.
Is Jacob Mayer registered with the SEC?
Yes. Jacob Mayer is registered as an investment adviser representative in TX and WI (CRD 6295678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cushing Capital Partners manage?
Cushing Capital Partners reports $274.7M across 664 accounts in assets under management.
How do I contact Jacob Mayer?
Through Jacob's website, cushingcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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