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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier vitalHarbor
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
About Fourthought Financial Partners, Llc.
FourThought Financial Partners is a Venice, FL RIA providing holistic wealth planning and ongoing investment management centered on cash-flow planning and identifying financial blind spots. The firm serves households including retirees, entrepreneurs, and business owners, and typically implements diversified asset-allocation portfolios with significant ETF and public-fund exposure. Custody is primarily at Schwab and Fidelity.
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Owner & Executives
CHRISTOPHER LEITH FAGLEY
Chief Compliance Officer, Chief Operating Officer, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
SCOTT GEORGE PINKERTON
Chief Executive Officer, Partner
- CRD
- #1443019
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
LARRY CUERVO JR
--
- CRD
- #2263095
ALEXANDER CURTIS HERRINGTON
Certified Financial Planner
- CRD
- #6675534
Wave element
Optima summit bridge
- CRD
- #81845
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,927,136,763 | $458,951 |
| Non-Discretionary | $0 | -- |
| Total | $1,927,136,763 | $458,951 |
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Separately Managed Accounts
Total SMA Asset: $1,927,136,763
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $836,969,405 | 10.6% |
| Public Funds | $2,037,151,947 | 25.8% |
| Municipal Bonds | $1,887,129,129 | 23.9% |
| Cash | $829,073,467 | 10.5% |
| Other | $1,737,106,312 | 22.0% |
| U.S. Government/Agency | $568,507,520 | 7.2% |
| Total | $7,895,937,780 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON CATALYST VALUE | FOUNDATION ZENITH | S34KCNWSC | JGGV | 6.04% | $16,046,065 |
| PATHWAY NORTH | OPTIMA DELTA | LULCHAT0U | MYBUA | 11.87% | $111,039,900 |
| FOCUS ALPHA FUSION | RIDGE ATLAS | CSQPLNAIJ | DROBO | 6.11% | $111,354,869 |
| HORIZON UNISON | GLACIER ALPHA | SZA6SMB8A | GJL | 3.75% | $59,793,998 |
| CREST VITAL CATALYST | WAVE ELEMENT | AQL8J9EO9 | FRCV | 5.35% | $40,778,168 |
| CATALYST MATRIX | LEGACY HARBOR | 6NCP0EXI2 | HXJN | 9.87% | $38,157,999 |
| BEACON GLACIER | VECTOR EAGLE | KD82PKRMV | YBN | 9.26% | $21,659,010 |
| EAGLE EAGLE | PRIME INSIGHT | I6BY2URFA | JEOXV | 7.20% | $39,801,696 |