Overview
Assets Under Management: $931 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 172
Average Client Assets: $3 million
Frequently Asked Questions
FOURPATH CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313573), FOURPATH CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FOURPATH CAPITAL MANAGEMENT, LLC is headquartered in OKLAHOMA CITY, OK.
FOURPATH CAPITAL MANAGEMENT, LLC serves 172 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, FOURPATH CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FOURPATH CAPITAL MANAGEMENT, LLC manages $931 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, FOURPATH CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,197
Discretionary Accounts: 1,134
Non-Discretionary Accounts: 1,063
Regulatory Filings
CRD Number: 313573
Last Filing Date: 2025-02-20 00:00:00
Website: https://fourpath.com