Jonathan Thompson
Cushing Capital Partners · Delafield, Wisconsin
Jonathan Thompson is a fee-only financial advisor at Cushing Capital Partners in Delafield, Wisconsin. 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 |
| SEC registration | Investment adviser representative in TX, WI · CRD 8028169 |
| Exams passed | Series 63 (2025) · Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cushingcap.com |
How Jonathan'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 Jonathan
Is Jonathan Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Cushing Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Thompson based?
Jonathan Thompson is based in Delafield, Wisconsin.
Is Jonathan Thompson registered with the SEC?
Yes. Jonathan Thompson is registered as an investment adviser representative in TX and WI (CRD 8028169), 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 Jonathan Thompson?
Through Jonathan'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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