Fourthought Financial Partners, LLC

RIASEC RegisteredEst. 2022

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$459K

Accounts

4,199

Employees

Advisory reps

Firm details

Headquarters: Venice, Florida
CRD number: 323060
Registered since: October 21, 2022
Website: fourthoughtinstitutions.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI80%
Individuals9.7%
Corporations / Businesses7.71%
Charitable Organizations2.31%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fourthought Financial Partners, LLC is an independent registered investment adviser that began SEC registration in 2022. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM fees as well as fixed and other fee structures. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fourthought also conducts other financial product sales activity and maintains a range of industry affiliations, including relationships with broker-dealers, insurance companies, law and accounting firms, pension consultants, and sponsor roles for pooled vehicles. Fourthought does not self-identify as an active ESG investor and is not a multistate adviser. The firm was recognized by Forbes on its RIA lists in both 2023 and 2024.