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FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573 · SEC 801-120960
4727 GAILLARDIA PARKWAY, SUITE 120, OKLAHOMA CITY, OK, 73142, United States
Phone
(405) 253-6080
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$758.6M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 557 | $189.6M |
| High net worth individuals | 212 | $675.0M |
| Pension/profit sharing plans | 11 | $23.5M |
| Charitable organizations | 12 | $22.9M |
| Corporations/business entities | 29 | $147.7M |
States served
CA, CO, KS, LA, NE, NM, NY, OK, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD