SourcingSourcing

FOURPATH CAPITAL MANAGEMENT, LLC

C23
CRD 313573·SEC 801-120960·OKLAHOMA CITY, OK
AUM
$1.06B
$1B+
Est. Revenue
$10.6M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOURPATH CAPITAL MANAGEMENT, LLC
CRD
313573
SEC file #
801-120960
EIN
862423782
DBA names
—

Economics

AUM
$1.06B
AUM band
$1B+
AUM trajectory
'22'26
$451.0M → $1.06B▲ +135%
Client mix
Individuals Other557
Individuals High Net Worth212
Corporations29
Charitable Organizations12
Pension Profit Sharing Plans11

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'22'26
3 advisors → 6 advisors▲ +100%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
fourpath.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JAMES, JEFFREY, ROUK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JAMES, JEFFREY, ROUK
REUTER, ARLIS, KYLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOURPATH.COM
Rdap Domain Creation Date
2006-08-12T18:58:14Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001894484
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-25
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001894484-26-000003
Edgar Former Names
PROSPERA PRIVATE WEALTH, LLC
REUTER JAMES WEALTH MANAGEMENT, LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3135
Soi Zip Pct 200k Plus
0.13
Soi Zip Returns 200k Plus
1,070
Soi Zip Total AGI
1,342,182
Fdic Zip Total Deposits
9,771,431,000
Fdic Zip Branch Count
159
Fdic Zip Top Banks
CrossFirst Bank
BancFirst

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
4727 GAILLARDIA PARKWAYSUITE 120OKLAHOMA CITY, OK 73142
Business
4727 GAILLARDIA PARKWAYSUITE 120OKLAHOMA CITY, OK 73142
Edgar EIN
862423782
Edgar Recent Filings
13F-HR2026-05-01 · 0001894484-26-000003
13F-HR2026-01-23 · 0001894484-26-000001
Fdic Zip Branches Raw
City Bank & TrustOklahoma City, OK
City Bank & TrustOklahoma City, OK
Fdic Zip HHI
1166.95
Fdic Zip Top Bank Share Pct
20.6
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-12T18:58:14Z
Rdap Domain Last Changed
2025-07-30T14:51:46Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,119
Returns1,800
Stub 2
AGI67,978
Returns1,830
Stub 3
AGI74,228
Returns1,210
Soi Zip Total Business Income
29,494
Soi Zip Total Cap Gains
155,653
Soi Zip Total Dividends
39,465
Soi Zip Total Returns
8,230
Top Owner CRD
3210356
Trust Company Affiliate
No

People (6)

6
JAMES, JEFFREY, ROUK
IAR · Direct Owner · 62.5%
3210356
REUTER, ARLIS, KYLE
IAR · Direct Owner · 62.5%
4152168
SCOTT WILLIAM MORTON
IAR
1342554
HOLLY DIANE GOOCH
IAR
6994400
JASON LEE HUGHART
IAR
5127785
ASHLEY RENAE TURNER
IAR
6188376