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- Custodian
- Deutsche Bank · Folio Investments · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- QuantumAlpha north
- Established Date
- 04-02-2012
- Office Locations
- 2
Office Locations
About 4thought Financial Group Inc.
4Thought Financial Group is an SEC-registered RIA offering Multi-Method Investing®—blending liability-driven, strategic asset allocation, opportunistic, and concentrated approaches to position portfolios across multiple market regimes for retail and institutional investors. The firm also provides liquid, low-cost, transparent alternatives to hedge funds and private equity. CIO Jesse Mackey publishes regular Market Perspective commentary; the firm claims GIPS® compliance.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARTIN ELLIOT LEVINE
CHIEF MARKETING OFFICER, Financial Advisor
- CRD
- #1281040
- Ownership
- 25% but less than 50%
DANIEL RICHARD MACKEY
Chief Financial Officer, Investment Advisor
- CRD
- #6101925
- Ownership
- 25% but less than 50%
Zenith element
Prime focus insight
- CRD
- #60056
- Ownership
- 8.4%
Showing 2 of 3 owners & executives
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James Michael Anderer
--
- CRD
- #7954647
Maciej Pawlowski
Associate
- CRD
- #8004027
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,916,460 | $247,825 |
| Non-Discretionary | $5,428,790 | $208,800 |
| Total | $214,345,250 | $246,657 |
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Separately Managed Accounts
Total SMA Asset: $214,345,250
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,561,004,044 | 53.0% |
| Cash | $2,271,079,057 | 47.0% |
| Total | $4,832,083,101 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT ELEMENT EMBER | LEGACY RIDGE | GZ4QNKS5T | JJEE | 10.82% | $96,583,045 |
| NORTH ZENITH | RADIAL CREST | OH8HBZZWH | AZBRR | 10.69% | $72,442,282 |
| LEGACY FOUNDATION OPTIMA | BRIDGE LEGACY | WCU0HS1XN | RSJ | 4.86% | $115,843,756 |
| HORIZON QUANTUM | MATRIX WAVE | 6I4MGEWH6 | HIF | 10.85% | $83,730,157 |
| CATALYST OAK VITAL | SUMMIT WAVE | U49L1CP06 | BIQ | 11.53% | $89,462,216 |
| EAGLE CAPITAL | SIGNAL EMBER | DFDJLL6FL | YYKP | 1.60% | $46,075,671 |
| ZENITH WAVE | ELEMENT BEACON | LX6DF6DP6 | QTOJC | 5.77% | $35,927,731 |
| LEGACY EAGLE EAGLE | OAK FRONTIER | RCUPQ2MV1 | ZNFZC | 1.55% | $62,036,121 |