F
$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Foundation harbor
- Established Date
- 11-17-2025
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Four Pines Financial
Four Pines Financial is a Atlanta-based RIA. The firm has been operating for 0 years. Managing $11.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Asset Management, Charitable Giving, Equity Compensation.
Team overview
-- AVG AGE
$11.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Atlas Pioneer Quantum
Custodian
Unison Frontier atlas
Investment Themes
Focus Matrix delta
Investment Vehicles
Value radial
Services
Prime Wave quantum Timber Timber Oak Vital oak Peak atlas Element Pathway focus Pathway matrix
Technology
Meridian
Owner & Executives
T
Trevor Wayne Gunter
Chief Compliance Officer, FOUNDER, LEAD ADVISOR
- CRD
- #7181368
- Ownership
- 75% or more
(974) 328-6872
ember.unison@wavecapital.com
in linkedin.com/in/pathway-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,310,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,310,218 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,310,218
Equity - Exchange:
22.7% Public Funds:
31.7% Cash:
29.1% Derivatives:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,011,808,772 | 22.7% |
| Public Funds | $1,412,966,434 | 31.7% |
| Cash | $1,297,076,443 | 29.1% |
| Derivatives | $735,455,715 | 16.5% |
| Total | $4,457,307,364 | 100.0% |