FourThought Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 947 clients last fiscal year.
FourThought Financial Partners reports 1,002 clients. They include 569 individual clients, 401 high-net-worth individuals, and 17 corporations and other businesses. Of its assets, 100.0% ($1.93B across 4,199 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 10% |
| High-net-worth individuals | 40% | 80% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 2% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 569 | $187M | 9.7% | $328K |
| High-net-worth individuals | 401 | $1.54B | 80.0% | $3.84M |
| Pension and profit-sharing plans | 8 | $5.25M | 0.3% | $656K |
| Charitable organizations | 7 | $44.6M | 2.3% | $6.37M |
| Corporations and other businesses | 17 | $149M | 7.7% | $8.74M |
| Total | 1,002 | $1.93B | 100% | $1.92M |
- Clients
- 569
- Regulatory AUM
- $187M
- AUM share
- 9.7%
- Avg. per client
- $328K
- Clients
- 401
- Regulatory AUM
- $1.54B
- AUM share
- 80.0%
- Avg. per client
- $3.84M
- Clients
- 8
- Regulatory AUM
- $5.25M
- AUM share
- 0.3%
- Avg. per client
- $656K
- Clients
- 7
- Regulatory AUM
- $44.6M
- AUM share
- 2.3%
- Avg. per client
- $6.37M
- Clients
- 17
- Regulatory AUM
- $149M
- AUM share
- 7.7%
- Avg. per client
- $8.74M
Total
- Clients
- 1,002
- Regulatory AUM
- $1.93B
- AUM share
- 100%
- Avg. per client
- $1.92M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 947
FourThought Financial Partners charges 0.15%–0.95% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning and consulting
- Negotiable fixed fees for stand-alone engagements, ranging from $2,000 to $75,000 by scope and complexity.
Focus Operating, LLC owns 75% or more of FourThought Financial Partners and is in turn owned by Focus Financial Partners, LLC (75% or more). Scott Pinkerton is CEO; the leadership team includes Chief Compliance Officer Christopher Fagley. It has 20 employees.
Leadership
- Scott PinkertonChief Executive Officer
- Christopher FagleyChief Compliance Officer and Director of Operations
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Larry Cuervo JR
- Igor Vasilyevich Didyk
- Alexander Curtis Herrington
- Joel Johnson
- Kyle Patrick Jones
- Brett Keyso
- Pedro Antonio Leon
- Noah Macfarlane
- Bradley Bruce Patton
- Scott George Pinkerton
- James D Stamper JR
Staff
- 20 employees
- 20 in advisory functions
- 9 state-registered reps
- Owns 75% or more of Fourthought Financial Partners, LLC.
Focus Operating, LLC
Control person · since September 2022
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P
Control person · since August 2023
FourThought Financial Partners’ regulatory assets grew 1.8× from $1.07B (June 2023) to $1.93B (April 2026); clients rose from 859 to 1,002 and employees from 17 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.93B | 1,002 | 20 | 1 |
| March 2025 | $1.59B | 947 | 20 | 1 |
| April 2024 | $1.33B | 891 | 21 | 1 |
| June 2023 | $1.07B | 859 | 17 | 1 |
Besides its headquarters, FourThought Financial Partners has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 310 W. Venice Avenue, Suite 201, VeniceHQ
Contact and registration details
- Legal name
- Fourthought Financial Partners, LLC.
- Headquarters
- 310 W. Venice Avenue, Suite 201, Venice, FL 34285
- Website
- fourthought.com
- Phone
- 941-408-8557
- @fourthought-private-wealth
- SEC file
- 801-126759
- Structure
- Delaware LLC
- Fiscal year end
- December
FourThought Financial Partners uses Fidelity ($1.92B) as custodian for its separately managed accounts. FourThought Financial Partners has custody of $109M in client assets for 149 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.92B100%
At year end, FourThought Financial Partners’ separately managed accounts were mostly in stocks (56%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.3B across 393 positions; the largest are Broadcom Inc. (4.4%), Microsoft Corp. (3.9%) and KLA Corp. Com New (3.6%).
What the accounts hold
- Stocks56%
- Funds20%
- Bonds12%
- State and local bonds11%
- U.S. government and agency bonds1%
- Cash10%
- Other2%
- Private funds2%
Reported 13F holdings
- $1.3B
- Reported 13F value
- 393
- Positions
- 28.0%
- In the 10 largest
- +11.7%
- Value vs. prior quarter
- Broadcom Inc.4.4%
- Microsoft Corp.3.9%
- KLA Corp. Com New3.6%
- Nvidia Corporation3.1%
- Vanguard S&P 500 ETFETF2.7%
- Apple Inc.2.3%
- ASML Hldg NV N Y Registry Shs · ADR2.2%
- Applied Matls Inc.2.1%
- Amazon Com Inc.1.9%
- JPMORGAN Chase & CO1.8%
Together, the ten largest are 28.0% of reported value.
How many clients does FourThought Financial Partners have?
FourThought Financial Partners has 1,002 clients and manages $1.93 billion for them, as of April 2026. They include 569 individual clients, 401 high-net-worth individuals, and 17 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does FourThought Financial Partners offer?
FourThought Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession 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 FourThought Financial Partners charge?
FourThought Financial Partners charges 0.15%–0.95% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: FOURTHOUGHT FINANCIAL PARTNERS ADV 2A BROCHURE 3 2026, filed 2 April 2026
Which custodians does FourThought Financial Partners use?
FourThought Financial Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.92B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does FourThought Financial Partners have?
FourThought Financial Partners has 9 investment adviser representatives registered with state securities authorities, out of 20 employees, and 20 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 FourThought Financial Partners invest in?
At the end of its last fiscal year, FourThought Financial Partners’ separately managed accounts held 56% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 10% cash and equivalents, 2% other and 1% U.S. government and agency bonds. The 2% other category is described as: Private Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FourThought Financial Partners?
FourThought Financial Partners is owned through a chain of holding companies by Ferdinand FFP Parent, Inc, CD&R Ferdinand Co-Investor, L.P and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does FourThought Financial Partners get paid?
FourThought Financial Partners is paid through a percentage of assets under management, fixed fees and other compensation. 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
How do I contact FourThought Financial Partners?
FourThought Financial Partners’ main office is at 310 W. Venice Avenue, Suite 201, Venice, FL 34285. Its phone number is 941-408-8557. Its website is fourthought.com.