DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fourpath Capital Management, LLC
Latest filing Feb 5, 2026
First filing on the tape Mar 26, 2021 · 10 filings
SEC status approved since Apr 26, 2021
RAUM
$1.1B
reported, Item 5.F
Discretionary
72%
of RAUM
Private clients
82%
$865M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$151M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.1B as of Feb 5, 2026
Feb 18, 2022$451M then
HNW client RAUM$675M as of Feb 5, 2026
Feb 18, 2022$356M then
State-registered IARs (5.B.3)6 as of Feb 5, 2026
Feb 18, 20223 then
Employees (5.A)6 as of Feb 5, 2026
Feb 18, 20223 then
Private funds: no history
RAUM +14% over the last fiscal year+33% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Feb 5, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $151MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 110derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $453,583derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 72%derivedof RAUM
- Institutional
- 4.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $1.1BreportedItem 5.I
- Custody
- $106M, 130 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$675M64%
- Individuals$190M18%
- Corporations and businesses$148M14%
- Pension and profit-sharing plans$23.5M2.2%
- Charitable organizations$22.9M2.2%
- Individual clients
- 557reported
- HNW clients
- 212reported
- Pension plan clients
- 11reported
- Charitable clients
- 12reported
- Accounts
- 2,334reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $1.1B sponsored, $934M managedreported
- Custody of client assets
- $106M for 130 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Arlis Kyle Reuter | Oklahoma City, Ok | Jul 12, 2021 | 26 y | 2 |
| Holly Diane Gooch | Oklahoma City, Ok | Jul 12, 2021 | 14 y | 1 |
| Jeffrey Rouk James | Oklahoma City, Ok | Jul 12, 2021 | 27 y | 2 |
| Ashley Renae Turner | Oklahoma City, Ok | Jul 18, 2024 | 13 y | 1 |
| Jason Lee HughartCertified Financial Planner | Oklahoma City, Ok | Jul 18, 2024 | 20 y | 3 |
| Scott William MortonCertified Financial Planner | Oklahoma City, Ok | Jul 18, 2024 | 41 y | 3 |
| Jeffrey Pope | Oklahoma City, Ok | Aug 21, 2026 | 27 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ashley Renae Turner from Wells Fargo AdvisorsJul 18, 2024 · Wirehouse to independent RIA
- Jason Lee Hughart from Wells Fargo AdvisorsJul 18, 2024 · Wirehouse to independent RIA
- Scott William Morton from Wells Fargo AdvisorsJul 18, 2024 · Wirehouse to independent RIA
- Arlis Kyle Reuter from Wells Fargo AdvisorsJul 12, 2021 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Jeffrey Rouk James from Wells Fargo AdvisorsJul 12, 2021 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Holly Diane Gooch from Wells Fargo AdvisorsJul 12, 2021 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Wells Fargo AdvisorsJul 17, 2024 · Edmond, Ok
- 3 joined from Wells Fargo AdvisorsJul 12, 2021 · Edmond, Ok
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Rouk Jeffrey James · Managing Partner & Chief Compliance Officercontrolsince 03/2021 · owns 50% to 75%
- Kyle Arlis Reuter · Managing Partnercontrolsince 03/2021 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Oklahoma City, Ok · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2,197 to 2,334Feb 20, 2025 to Feb 5, 2026
- Charity clients · 9 to 12Feb 20, 2025 to Feb 5, 2026
- Corporate clients · 38 to 29Feb 20, 2025 to Feb 5, 2026
- HNW clients · 172 to 212Feb 20, 2025 to Feb 5, 2026
- Individual clients · 559 to 557Feb 20, 2025 to Feb 5, 2026
- Pension plan clients · 18 to 11Feb 20, 2025 to Feb 5, 2026
- Assets in custody · $86.4M to $106MFeb 20, 2025 to Feb 5, 2026
- Discretionary RAUM · $588M to $759MFeb 20, 2025 to Feb 5, 2026
- HNW RAUM · $524M to $675MFeb 20, 2025 to Feb 5, 2026
- Individual RAUM · $225M to $190MFeb 20, 2025 to Feb 5, 2026
- Non-discretionary RAUM · $343M to $300MFeb 20, 2025 to Feb 5, 2026
- Pension RAUM · $23.6M to $23.5MFeb 20, 2025 to Feb 5, 2026
- RAUM · $931M to $1.1BFeb 20, 2025 to Feb 5, 2026
- Wrap assets (manager) · $810M to $934MFeb 20, 2025 to Feb 5, 2026
- Wrap assets (sponsor) · $931M to $1.1BFeb 20, 2025 to Feb 5, 2026
- Accounts · 1,279 to 2,197Aug 2, 2024 to Feb 20, 2025
- Advisory employees · 3 to 6Aug 2, 2024 to Feb 20, 2025
- Business name · PROSPERA PRIVATE WEALTH, LLC to FOURPATH CAPITAL MANAGEMENT, LLCAug 2, 2024 to Feb 20, 2025
- Corporate clients · 8 to 38Aug 2, 2024 to Feb 20, 2025
- HNW clients · 104 to 172Aug 2, 2024 to Feb 20, 2025
- Individual clients · 374 to 559Aug 2, 2024 to Feb 20, 2025
- Pension plan clients · 2 to 18Aug 2, 2024 to Feb 20, 2025
- Assets in custody · $25.2M to $86.4MAug 2, 2024 to Feb 20, 2025
- Employees · 3 to 6Aug 2, 2024 to Feb 20, 2025
- Financial planning clients · 0 to 0Aug 2, 2024 to Feb 20, 2025
- State-registered IARs · 3 to 6Aug 2, 2024 to Feb 20, 2025
- Legal name · PROSPERA PRIVATE WEALTH, LLC to FOURPATH CAPITAL MANAGEMENT, LLCAug 2, 2024 to Feb 20, 2025
- Discretionary RAUM · $317M to $588MAug 2, 2024 to Feb 20, 2025
- HNW RAUM · $365M to $524MAug 2, 2024 to Feb 20, 2025
- Individual RAUM · $83.7M to $225MAug 2, 2024 to Feb 20, 2025
- Non-discretionary RAUM · $153M to $343MAug 2, 2024 to Feb 20, 2025
- Pension RAUM · $4.7M to $23.6MAug 2, 2024 to Feb 20, 2025
- RAUM · $470M to $931MAug 2, 2024 to Feb 20, 2025
- Wrap assets (manager) · $352M to $810MAug 2, 2024 to Feb 20, 2025
- Wrap assets (sponsor) · $470M to $931MAug 2, 2024 to Feb 20, 2025
- Business name · REUTER JAMES WEALTH MANAGEMENT, LLC to PROSPERA PRIVATE WEALTH, LLCFeb 22, 2024 to Jul 11, 2024
- Legal name · REUTER JAMES WEALTH MANAGEMENT, LLC to PROSPERA PRIVATE WEALTH, LLCFeb 22, 2024 to Jul 11, 2024
- Accounts · 1,384 to 1,279Mar 8, 2023 to Feb 22, 2024
- Corporate clients · 0 to 8Mar 8, 2023 to Feb 22, 2024
- HNW clients · 110 to 104Mar 8, 2023 to Feb 22, 2024
Signals
3 dated events
- Fourpath Capital Management, Llc reported RAUM $931.1M, up 98% from $470.1M (2024-08-02 to 2025-02-20)Feb 20, 2025 · RAUM change · derived
- 3 advisors left Wells Fargo Advisors (Edmond, OK) for Fourpath Capital Management, LLC within 5 daysJul 17, 2024 · Team lift-out · derived
- Reuterjames Wealth Management filed its initial SEC registration (Form ADV)Mar 26, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 405-253-6080reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- fourpath.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (405) 253-6080reportedpublic record, Form ADV, Feb 5, 2026
- Contact form
- fourpath.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $151Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026