FOURPATH CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 313573
- Registered since
- April 26, 2021
- Website
- www.reuterjameswealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.76%
- Individuals17.91%
- Corporations / Businesses13.95%
- Pension & Profit Sharing Plans2.22%
- Charitable Organizations2.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fourpath Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements based on a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of external advisers. Fourpath does not report active ESG investing and operates as a single-owner, individual-led RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds41%
- State & Local Bonds6%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents2%
Contacts
3 of 6JEFFREY JAMES
Managing PartnerCRD 3210356
JASON HUGHART
Wealth Advisor, Portfolio ManagerCRD 5127785
ASHLEY TURNER
Relationship ManagerCRD 6188376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$305M in ETFs
89%
$270M
6%
$34.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $58.6M | 1,164,700 | 19.24% |
Location
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 4727 Gaillardia Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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