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FOURTHOUGHT FINANCIAL PARTNERS, LLC.
CRD 323060File 801-126759
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.93B
Top 25% of cohort (national)
Discretionary AUM
$1.93B
Clients
1,002
4,199 accounts
Employees
20
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 21, 2022
- Principal office
- 310 W. VENICE AVENUE, SUITE 201, VENICE, FL, 34285
- Phone
- 941-408-8557
- Website
- http://fourthought.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.93B
- Discretionary AUM
- $1.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,199
- Non-discretionary accounts
- 0
- Total accounts
- 4,199
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $148.6M |
| Charitable organizations | 7 | $44.6M |
| High net worth individuals | 401 | $1.54B |
| Pension and profit sharing plans | 8 | $5.3M |
| Individuals (other than high net worth individuals) | 569 | $186.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.