Wealth manager, independent · Venice, FL
Fourthought Financial Partners, LLC.
SEC-registered investment adviser · CRD 323060 · SEC 801-126759
At a glance
Fourthought Financial Partners, LLC. is an SEC-registered investment adviser based in Venice, Florida, with $1.9B in regulatory assets under management as of its Form ADV filed April 2, 2026. It reports 970 individual clients, 401 of them high-net-worth, holding an average of about $1.8 million each, and 20 employees. That ranks it 579th among the nation’s 5,657 independent wealth management RIAs and 33rd of 343 in Florida. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 941-408-8557fourthought.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #579 of 5,657
- Rank among all SEC RIAs
- #3,716 of 17,210
- Rank in Florida
- #33 of 343
- Individual clients
- 970
- High-net-worth clients
- 401
- Accounts
- 4,199
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- Scott G. PinkertonChief Executive Officer
- Christopher L. FagleyChief Compliance Officer and Director of Operations
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 401 | $1.5B | 80% |
| Individuals | 569 | $187M | 10% |
| Corporations or other businesses | 17 | $149M | 8% |
| Charitable organizations | 7 | $45M | 2% |
| Pension and profit sharing plans | 8 | $5M | <1% |
Disciplinary disclosures
Fourthought Financial Partners, LLC. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗fourthought.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,049 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Provise Management Group, LLCClearwater | $2.0B | 1,139 |
| 3edge Asset Management, LPNaples | $2.0B | 1,489 |
| Bulltick Wealth Management, LLCMiami | $1.9B | 280 |
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | $1.8B | 138 |
| A&m Private Wealth Partners, LLCWest Palm Beach | $1.8B | 34 |
| Slatestone Wealth LLCJupiter | $1.8B | 558 |
Background
Questions
How much does Fourthought Financial Partners, LLC. manage?
Fourthought Financial Partners, LLC. reports $1.9B in regulatory assets under management across 4,199 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 2, 2026.
How many clients does Fourthought Financial Partners, LLC. have?
It reports 970 individual clients: 401 high-net-worth individuals and 569 other individuals. Individuals account for about 90% of its regulatory assets.
Where is Fourthought Financial Partners, LLC. headquartered?
Its main office is in Venice, Florida. It reports 1 office in total and 20 employees, 20 of whom perform investment advisory functions.
How does Fourthought Financial Partners, LLC. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Fourthought Financial Partners, LLC. use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 2, 2026, it reports these amounts held: Fidelity ($1.9B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Fourthought Financial Partners, LLC. a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Fourthought Financial Partners, LLC. a fiduciary?
As an SEC-registered investment adviser, Fourthought Financial Partners, LLC. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Fourthought Financial Partners, LLC.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →