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FOURPATH CAPITAL MANAGEMENT, LLC

CRD 313573File 801-120960
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$758.6M
Non-discretionary $300.1M
Clients
821
2,334 accounts
Employees
6
Top 25% of cohort in OK

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Apr 26, 2021
Principal office
4727 GAILLARDIA PARKWAY, SUITE 120, OKLAHOMA CITY, OK, 73142
Phone
(405) 253-6080

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.06B
Discretionary AUM
$758.6M
Non-discretionary AUM
$300.1M
Discretionary accounts
1,488
Non-discretionary accounts
846
Total accounts
2,334
AUM per client
$1.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other29$147.7M
Charitable organizations12$22.9M
High net worth individuals212$675.0M
Pension and profit sharing plans11$23.5M
Individuals (other than high net worth individuals)557$189.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.