Four Points Advisors, Llc
- Regulatory AUM
- $40.0M
- Discretionary
- $40.0M
- Clients
- 98
- Avg AUM / client
- $408K
- Accounts
- 171
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $15.8M | 39.6% |
| High net worth individuals | 31 | $23.7M | 59.3% |
| Corporations and other businesses | Fewer than 5 clients | $423K | 1.06% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martino, Michael, Christopher | Member | Apr 2011 (15y) | ≈ 12.5% – 37.5% via 5 M Holdings, Llc | |
| Gene Ryan Murphy | Ceo, Chief Compliance Officer | Nov 2014 (12y) | 50% – 75% | |
| Alfred Patrick Denis | Registered representative | May 2021 (5y) | ||
| Kwok Eddie Chiu | Registered representative | May 2021 (5y) | ||
| Michael Odonohue | Registered representative | Sep 2022 (4y) | ||
| Wingate Grim | Registered representative | CFP CFA | Feb 2024 (2y) | |
| Douglas Wayne Magnuson | Registered representative | May 2024 (2y) | ||
| Edward J Mccarthy | Registered representative | Mar 2025 (1y) | ||
| Keith Richard Ward | Registered representative | Jun 2025 (1y) | ||
| David Joshua Hawes | Registered representative | Nov 2025 (1y) | ||
| Erick Paul Coan | Registered representative | Jan 2026 (1y) | ||
| Alexander Sixbey | Registered representative | Mar 2026 (0y) | ||
| Kevin William Frisz | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 5 M Holdings, Llc | Member | Aug 2014 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Martino, Michael, Christopher: 25% – 50% of 5 M Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Intl Fcstone Financial Inc. $92.4M (80% of AUM) Aug 2020
- Wells Fargo $31.2M (78% of AUM) Apr 2026
- Stonex Financial Inc. $5.8M (15% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗