Fourpath Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$864,566,474
Clients
769
Advisors
7
of 7 employees
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
Expertise
Fee options
$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)
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
4727 Gaillardia Parkway, Suite 120
Oklahoma City OK 73142
Advisors at this office
7
Most active in
California · Colorado · Florida · Kansas · Louisiana · Missouri · Nebraska · New Mexico · New York · Oklahoma · Texas · Washington
Also doing business as
Fourpath Capital Management, LLC · Prospera Private Wealth, LLC · Reuter James Wealth Management, LLC · Reuterjames Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Jeffrey P
Series 65
Oklahoma City, OK
Fourpath Capital Management, LLC
Jeffrey Pope is a financial advisor at Fourpath Capital Management, LLC in Oklahoma City, OK. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Fourpath, he worked for the City of Oklahoma City for 27 years. 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 combining active and passive strategies across various asset classes.
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.
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.
Arlis R
Series 66
Oklahoma City, OK
Fourpath Capital Management, LLC
Arlis Reuter is a financial advisor at FourPath Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at 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’s investment process emphasizes risk-adjusted, tax-efficient, and cost-effective asset allocation, utilizing a combination of active and passive strategies across various asset classes, and offers both discretionary and non-discretionary portfolio management.
Jeffrey J
Series 63, Series 65
Oklahoma City, OK
Fourpath Capital Management, LLC
Jeffrey James is a financial advisor at FourPath Capital Management, LLC in Oklahoma City, OK, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reuter James Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. 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 process using a combination of active and passive strategies across various asset classes and offers institutional trading, custody, and execution services.
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.
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