Fourpath Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Fourpath Capital Management reports 821 clients. They include 557 individual clients, 212 high-net-worth individuals, and 29 corporations and other businesses. Of its assets, 71.7% ($759M across 1,488 accounts) are managed with discretion; $300M across 846 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.99B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 18% |
| High-net-worth individuals | 26% | 64% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | 4% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 557 | $190M | 17.9% | $340K |
| High-net-worth individuals | 212 | $675M | 63.8% | $3.18M |
| Pension and profit-sharing plans | 11 | $23.5M | 2.2% | $2.14M |
| Charitable organizations | 12 | $22.9M | 2.2% | $1.91M |
| Corporations and other businesses | 29 | $148M | 14.0% | $5.09M |
| Total | 821 | $1.06B | 100% | $1.29M |
- Clients
- 557
- Regulatory AUM
- $190M
- AUM share
- 17.9%
- Avg. per client
- $340K
- Clients
- 212
- Regulatory AUM
- $675M
- AUM share
- 63.8%
- Avg. per client
- $3.18M
- Clients
- 11
- Regulatory AUM
- $23.5M
- AUM share
- 2.2%
- Avg. per client
- $2.14M
- Clients
- 12
- Regulatory AUM
- $22.9M
- AUM share
- 2.2%
- Avg. per client
- $1.91M
- Clients
- 29
- Regulatory AUM
- $148M
- AUM share
- 14.0%
- Avg. per client
- $5.09M
Total
- Clients
- 821
- Regulatory AUM
- $1.06B
- AUM share
- 100%
- Avg. per client
- $1.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fourpath Capital Management charges 0.10%–1.25% a year for its Investment and Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Billed at a fixed rate in advance; fees generally do not exceed $20,000 annually.
- Programs Offered Through Wells Fargo Advisors
- Maximum annual advisory fees of 2.00% to 1.25% (Private Advisor Network), 2% (Personalized Unified Managed Account) and 1.5% (FundSource), inclusive of the firm's fee.
Arlis Reuter owns 50% to 75% of Fourpath Capital Management. The leadership team of Fourpath Capital Management includes Chief Compliance Officer Jeffrey James. It has 6 employees.
Leadership
- Jeffrey JamesManaging Partner & Chief Compliance Officer
- Arlis ReuterManaging Partner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Holly Diane Gooch
- Jason Lee Hughart
- Jeffrey Rouk James
- Scott William Morton
- Jeffrey Pope
- Arlis Kyle Reuter
- Ashley Renae Turner
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Fourpath Capital Management, LLC
Arlis Reuter
Control person · since March 2021
- Owns 50% to 75% of Fourpath Capital Management, LLC
Jeffrey James
Control person · since March 2021
Fourpath Capital Management’s regulatory assets grew Infinity× from $0 (March 2021) to $1.06B (February 2026); employees rose from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.06B | 821 | 6 | 1 |
| February 2025 | $931M | 796 | 6 | 1 |
| July 2024 | $470M | 497 | 3 | 1 |
| March 2023 | $445M | 390 | 3 | 1 |
| February 2022 | $451M | 328 | 3 | 1 |
| March 2021 | $0 | 0 | 3 | 1 |
Besides its headquarters, Fourpath Capital Management has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 4727 Gaillardia Parkway, Suite 120, Oklahoma CityHQ
Contact and registration details
- Legal name
- Fourpath Capital Management, LLC
- Headquarters
- 4727 Gaillardia Parkway, Suite 120, Oklahoma City, OK 73142
- Website
- fourpath.com
- Phone
- 405-253-6080
- SEC file
- 801-120960
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Fourpath Capital Management uses Wells Fargo Clearing Services ($1.06B) as custodian for its separately managed accounts. Fourpath Capital Management has custody of $106M in client assets for 130 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $1.06B100%
At year end, Fourpath Capital Management’s separately managed accounts were largely in stocks (42%) and funds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $760M across 229 positions; the largest are Walmart Inc. (7.7%), Wisdomtree TR (7.5%) and ETF Opportunities Trust (4.0%).
What the accounts hold
- Stocks42%
- Funds42%
- Registered funds41%
- Pooled vehicles1%
- Bonds13%
- State and local bonds6%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $760M
- Reported 13F value
- 229
- Positions
- 35.9%
- In the 10 largest
- +9.0%
- Value vs. prior quarter
- Walmart Inc.7.7%
- Wisdomtree TR · Floatng Rat Trea7.5%
- ETF Opportunities Trust · Hedg Four TU ETF4.0%
- Exxon Mobil Corp.2.9%
- iShares Gold TR · iShares New2.6%
- Caterpillar Inc.2.4%
- Energy Transfer L P · Com UT Ltd Ptn2.3%
- Select Sector SPDR TR · ST Str Energ ETF2.2%
- Eli Lilly & CO2.1%
- Vaneck ETF Trust · Oil Services ETF2.1%
Together, the ten largest are 35.9% of reported value.
How many clients does Fourpath Capital Management have?
Fourpath Capital Management has 821 clients and manages $1.06 billion for them, as of February 2026. They include 557 individual clients, 212 high-net-worth individuals, and 29 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Fourpath Capital Management offer?
Fourpath Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fourpath Capital Management charge?
Fourpath Capital Management charges 0.10%–1.25% a year for its Investment and Wealth Management Services. The fee is billed in advance and is negotiable.
Source: FOURPATH CAPITAL MANAGEMENT FORM ADV PART 2A BROCHURE, filed 5 February 2026
Which custodians does Fourpath Capital Management use?
Fourpath Capital Management’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $1.06B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Fourpath Capital Management have?
Fourpath Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fourpath Capital Management invest in?
At the end of its last fiscal year, Fourpath Capital Management’s separately managed accounts held 42% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 6% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fourpath Capital Management?
Fourpath Capital Management’s direct owners are Arlis Reuter (50% to 75%) and Jeffrey James (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Fourpath Capital Management get paid?
Fourpath Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fourpath Capital Management registered with the SEC?
Yes, Fourpath Capital Management has been registered with the SEC as an investment adviser since 26 April 2021. Its CRD number is 313573 and its SEC file number is 801-120960.
Source: Form ADV Part 1A, Item 1, filed 5 February 2026; IAPD firm record
How do I contact Fourpath Capital Management?
Fourpath Capital Management’s main office is at 4727 Gaillardia Parkway, Suite 120, Oklahoma City, OK 73142. Its phone number is 405-253-6080. Its website is fourpath.com.