Fourthought Financial Partners, LLC.
● SEC registered since 2022CRD 323060SEC# 801-126759Venice, FL
Reg. AUM
$1.93B
Employees
20
Accounts
4,199
Location
Venice, FL
Fourthought Financial Partners, LLC. assets under management
Fourthought Financial Partners, LLC. is an SEC-registered investment adviser based in Venice, FL. The firm has been registered since 2022. It reports $1.9 billion in regulatory assets under management and employs 20 people.
Fourthought Financial Partners, LLC. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Leith Fagley | Chief Compliance Officer And Director Of Operations | Under 5% | 2024 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2022 |
| Scott George Pinkerton Control | Chief Executive Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Fourthought Financial Partners, LLC. manage?
Fourthought Financial Partners, LLC. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Fourthought Financial Partners, LLC. have?
Fourthought Financial Partners, LLC. reports 20 employees.
Where is Fourthought Financial Partners, LLC. located?
Fourthought Financial Partners, LLC. is based in Venice, FL and has been SEC-registered since 2022.
Does Fourthought Financial Partners, LLC. disclose fund performance?
Fourthought Financial Partners, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310 W. Venice Avenue, Suite 201, Venice, FL 34285 |
| Phone | 941-408-8557 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.93B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.93Bregulatory AUM
Discretionary $1.93B