Data / Investment advisers / Oklahoma / Fourpath Capital Management, LLC
Fourpath Capital Management, LLC, Oklahoma City, OK: $1.1 billion AUM, SEC registered investment adviser
Fourpath Capital Management, LLC is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $1.1 billion in regulatory assets under management in its Form ADV filed February 5, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 313573
- SEC file number
- 801-120960
- SEC status
- Approved, effective April 26, 2021
- Main office
- 4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142
- Phone
- (405) 253-6080
- Website
- fourpath.com
- Regulatory AUM
- $1,058,662,371 in the Form ADV filed February 5, 2026
- Discretionary AUM
- $758,562,923
- Non discretionary AUM
- $300,099,448
- Accounts
- 2,334
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 212 | $675 million |
| Individuals (other than high net worth individuals) | 557 | $189.6 million |
| Corporations or other businesses | 29 | $147.7 million |
| Pension and profit sharing plans | 11 | $23.5 million |
| Charitable organizations | 12 | $22.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.06 billion | February 5, 2026 |
| December 1, 2025 | $931.1 million | February 20, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ce Investment Management, LLC | Oklahoma City | $5.91 billion | Not listed | adviserinfo.sec.gov |
| Caption Management, LLC | Oklahoma City | $3.41 billion | 1 | adviserinfo.sec.gov |
| Warwick Investment Group, LLC | Oklahoma City | $2.05 billion | 5 | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | $1.63 billion | Not listed | adviserinfo.sec.gov |
| Retirement Investment Advisors Inc | Oklahoma City | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Acorn Capital Management | Oklahoma City | $893.2 million | 3 | adviserinfo.sec.gov |
| Castlepoint Wealth Advisors | Oklahoma City | $751.4 million | Not listed | adviserinfo.sec.gov |
| Plan Group Financial, Inc. | Oklahoma City | $690.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Fourpath Capital Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.