Fourpath Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$759M
72% of AUM
Avg account
$454K
Accounts
2,334
Employees
6
Advisory reps
6

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

FINTRX

Overview

Fourpath Capital Management, LLC is an independent, SEC‑registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fourpath does not identify as an active ESG investor and is structured under individual ownership. Its regulatory registration dates to 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 41%, State & Local Bonds 6%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Private Funds 1%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds41%
  • State & Local Bonds6%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents2%

Contacts

3 of 6
  • Jeffrey James

    Jeffrey James

    Managing PartnerCRD 3210356

  • Jason Hughart

    Jason Hughart

    Wealth Advisor, Portfolio ManagerCRD 5127785

  • Ashley Turner

    Ashley Turner

    Relationship ManagerCRD 6188376

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$392M in ETFs

Passive

84%

$330M

Active

8%

$61.9M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$57.1M1,133,54914.58%
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Location

Primary office

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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