FOURPATH CAPITAL MANAGEMENT, LLC

4727 Gaillardia Parkway
Suite 120
Oklahoma City, Oklahoma 73142
Tel: (405) 253-6080

About FOURPATH CAPITAL MANAGEMENT, LLC

FOURPATH CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FOURPATH CAPITAL MANAGEMENT, LLC. The firm was established in 04/26/2021. They have over 1 offices throughout the country.

FOURPATH CAPITAL MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $931,104,788 assets under management, offering retirement planning & investment advisory services to 2197 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313573
SEC#	801-120960
Assets Managed by Firm	$931,104,788
No. of Clients	2197
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2197	$931,104,788
Individuals (other than high net worth individuals)	559	$224,970,713
High net worth individuals	172	$524,195,066
Pension and profit sharing plans	18	$23,626,769
Charitable organizations	9	$16,138,838
Corporations or other businesses	38	$142,173,402

More Retirement Planning firms in Oklahoma City, Oklahoma:

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CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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