$1.1B Total AUM
$758.6M Disc. AUM
35.8% 3Y CAGR
6 Employees
821 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
4727 Gaillardia Parkway Suite 120 Oklahoma City OK
About Fourpath Capital Management, LLC
Fourpath Capital Management, LLC is a Oklahoma City-based RIA. The firm has been operating for 5 years. Managing $1.1B in total assets under management, with 6 advisory representatives. They custody assets with Trade-PMR and Wells Fargo. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$176.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age
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Asset Classes
Meridian Timber Momentum ridge Crest ember Horizon atlas Signal
Client Personas
Fusion beacon
Custodian
Alpha Wave
Investment Themes
Element Summit
Investment Vehicles
Capital glacier
Services
Atlas vital Momentum Vector zenith Legacy legacy Eagle beacon Ember Momentum Catalyst Vector vector
Technology
Vertex
Owner & Executives
JEFFREY ROUK JAMES
Chief Compliance Officer, Managing Partner
- CRD
- #3210356
- Ownership
- 50% but less than 75%
(533) 493-9096
frontier.pathway@insightcapital.com
in linkedin.com/in/quantum-pathway
A
ARLIS KYLE REUTER
Managing Partner
- CRD
- #4152168
- Ownership
- 50% but less than 75%
(528) 574-5590
unison.prime@optimacapital.com
in linkedin.com/in/signal-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
H
HOLLY DIANE GOOCH
--
- CRD
- #6994400
(426) 389-8560
eagle.focus@momentumcapital.com
in linkedin.com/in/peak-north
JASON LEE HUGHART
Financial Advisor
- CRD
- #5127785
(516) 894-5236
element.ember@legacycapital.com
in linkedin.com/in/capital-oak
C
Catalyst focus
Alpha ridge
- CRD
- #12319
(828) 280-5290
zenith.bridge@primecapital.com
in linkedin.com/in/vital-frontier
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $758,562,923 | $509,787 |
| Non-Discretionary | $300,099,448 | $354,727 |
| Total | $1,058,662,371 | $453,583 |
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Separately Managed Accounts
Total SMA Asset: $1,058,662,371
Equity - Exchange:
18.2% Public Funds:
13.3% Corporate - Investment Grade:
11.9% Municipal Bonds:
24.2% Cash:
15.4% Private Funds:
9.4% U.S. Government/Agency:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $940,480,651 | 18.2% |
| Public Funds | $687,274,322 | 13.3% |
| Corporate - Investment Grade | $614,929,657 | 11.9% |
| Municipal Bonds | $1,250,529,218 | 24.2% |
| Cash | $795,791,320 | 15.4% |
| Private Funds | $485,742,754 | 9.4% |
| U.S. Government/Agency | $392,728,184 | 7.6% |
| Total | $5,167,476,106 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR PATHWAY | BEACON MOMENTUM | UEPG3B31P | HFS | 8.19% | $90,820,240 |
| VECTOR FOUNDATION WAVE | VITAL CATALYST | 935SJS75S | WKKZS | 2.67% | $64,498,128 |
| PEAK PRIME SUMMIT | UNISON SUMMIT | JE0M50YS0 | APSI | 12.04% | $97,603,380 |
| CAPITAL VERTEX | EMBER VERTEX | YFTO0IXSS | CNI | 10.58% | $117,282,554 |
| MERIDIAN SUMMIT | GLACIER MOMENTUM | G49TXQHU8 | GMWKN | 10.21% | $23,856,148 |
| UNISON BRIDGE | SIGNAL BEACON | TL852ADHV | FLHYY | 1.20% | $6,094,771 |
| TIMBER VECTOR | OAK CATALYST | V06JA9D9C | KFLEX | 5.01% | $109,713,398 |
| PEAK NORTH | OAK FOCUS | N5O3G3ZY5 | EIIF | 5.26% | $66,087,919 |