CRD: 313573
Fourpath Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 20, 2025 and February 5, 2026, reported AUM increased 13.7%, from $931.1M to $1.1B.
Across 5 reported observations, AUM increased 134.7% between November 23, 2022 and February 5, 2026, from $451.0M to $1.1B.
Of the latest reported AUM, 71.7% is discretionary and 28.3% is non-discretionary.
The firm reports 6 advisory representatives and 821 clients, or 136.8 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Fourpath Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ROUK JAMES
Chief Compliance Officer, Managing Partner
- CRD
- #3210356
- Ownership
- 50% but less than 75%
ARLIS KYLE REUTER
Managing Partner
- CRD
- #4152168
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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HOLLY DIANE GOOCH
--
- CRD
- #6994400
JASON LEE HUGHART
Financial Advisor
- CRD
- #5127785
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Fourpath Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fourpath Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.