Fourpath Capital Management, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $759M
- Clients
- 821
- Avg AUM / client
- $1.3M
- Accounts
- 2,334
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 557 | $190M | 17.9% |
| High net worth individuals | 212 | $675M | 63.8% |
| Pension and profit sharing plans | 11 | $23.5M | 2.22% |
| Charitable organizations | 12 | $22.9M | 2.16% |
| Corporations and other businesses | 29 | $148M | 14.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arlis Kyle Reuter | Managing Partner | Mar 2021 (5y) | 50% – 75% | |
| Jeffrey Rouk James | Managing Partner & Chief Compliance Officer | Mar 2021 (5y) | 50% – 75% | |
| Holly Diane Gooch | Registered representative | Jul 2021 (5y) | ||
| Ashley Renae Turner | Registered representative | Jul 2024 (2y) | ||
| Jason Lee Hughart | Registered representative | CFP | Jul 2024 (2y) | |
| Scott William Morton | Registered representative | CFP | Jul 2024 (2y) |
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) | 02/05/2026 | 908 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $1.1B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗