Fourpath Capital Management, LLC

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Client assets under management

$864,566,474

Clients

769

28% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

128

Very High

Average account size

$1,124,274

About

FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, selection of independent managers, and fiduciary or non‑fiduciary consulting for plan sponsors. The firm provides both discretionary and non‑discretionary portfolio management and offers services through an advisory relationship governed by written investment advisory agreements.

FourPath’s investment process emphasizes a risk‑adjusted, tax‑efficient, and cost‑effective asset allocation built from a mix of active and passive strategies across equities, fixed income, mutual funds, ETFs and separately managed portfolios. Security selection uses qualitative, quantitative, technical and relative‑strength metrics, portfolios are monitored and rebalanced as conditions or client circumstances change, and the firm may employ options, margin, and both short‑ and long‑term trading strategies when appropriate.

Notably, FourPath sponsors a bundled wrap fee program and makes use of advisory programs and custodial relationships (including Wells Fargo program offerings and Trade‑PMR/First Clearing services) that provide institutional trading, custody and execution capabilities not always available at similarly sized team firms. The firm also sources and assists qualified clients with alternative private fund investments (private equity, venture capital, hedge funds) and provides ERISA‑focused services such as recommending and monitoring investment managers for retirement plans.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Fee options

Percentage

$0+: Up to 1.25%, negotiable, generally as much as 1.25% annually (fee may vary by client and is negotiable) $0 - $1,000,000: 2.00% (Wells Fargo Private Advisor Network program, includes FourPath and Wells Fargo fees) $1,000,001 - $2,500,000: 1.75% (Wells Fargo Private Advisor Network program) $2,500,001 - $5,000,000: 1.50% (Wells Fargo Private Advisor Network program) $5,000,001+: 1.25% (Wells Fargo Private Advisor Network program)

Other

Account minimum: $1,000,000 Minimum fee: Minimum fee rate of 0.10% annually for assets under management Fee-only: Financial planning and consulting fees billed on a fixed rate basis, generally not exceeding $20,000 annually; no minimum fee required

Main office location

Fourpath Capital Management, LLC

4727 Gaillardia Parkway, Suite 120

Oklahoma City OK 73142, United States

Number of offices

Most active in

California · Colorado · Florida · Kansas · Louisiana · Missouri · Nebraska · New Mexico · New York · Oklahoma · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (405) 253-6080

Advisors at this firm

Ashley T

Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Ashley Turner is a financial advisor at FourPath Capital Management, LLC with 9 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for 11 years before joining Prospera Private Wealth, LLC. Outside of her advisory role, she owns and operates A.R.T. Creations, a business selling homemade crafts. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies across multiple asset classes and offers discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Holly G

Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Holly Gooch is a financial advisor at FourPath Capital Management, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Reuter James Wealth Management and Wells Fargo Clearing Services, LLC. Outside of her advisory role, she is involved with the Church of Christ - South Yukon and has experience as a court reporter. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies and provides both discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Jason H

CFP®, Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Jason Hughart is a CFP® with 19 years of industry experience. He is currently with FourPath Capital Management, LLC and previously worked at Wells Fargo Clearing from 2013 to 2024. Outside of his advisory role, he owns and operates a farm specializing in hay and cattle production in Tuttle, Oklahoma. FourPath Capital Management serves a diverse client base including individuals, high net worth clients, foundations, and retirement plan sponsors. The firm employs a risk-adjusted, tax-efficient investment approach using a blend of active and passive strategies, and offers discretionary and non-discretionary portfolio management along with consulting services.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Arlis R

Series 66

Oklahoma City, OK

Fourpath Capital Management, LLC

Arlis Reuter is a financial advisor at FourPath Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Reuter James Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non-fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies across multiple asset classes and offers institutional trading and custody capabilities through various advisory programs.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Jeffrey J

Series 63, Series 65

Oklahoma City, OK

Fourpath Capital Management, LLC

Jeffrey James is a financial advisor with Fourpath Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Fourpath Capital Management serves a diverse client base including individuals, high net worth clients, foundations, businesses, and retirement plan sponsors, offering investment and wealth management, financial planning, and fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with portfolio management tailored to client needs and access to institutional trading and alternative private fund investments.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Scott M

CFP®, Series 63, Series 65

Oklahoma City, OK

Fourpath Capital Management, LLC

Scott Morton is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Fourpath Capital Management, LLC and previously worked at Prospera Private Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, Morton is involved in farming and raising cattle in Choctaw, Oklahoma. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies and offers both discretionary and non-discretionary portfolio management.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

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