FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Latest filing: Apr 24, 2024 (361 days ago)
AUM
$1,325,134,139
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
21
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
VENICE, FL
310 W. VENICE AVENUE, VENICE, FL, UNITED STATES, 34285
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.3 |
| Non-Discretionary | $0.0 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 465 | $0.1 |
| Average Individual AUM | $290,283 | |
| HNW | 391 | $1.0 |
| Average HNW AUM | $2,592,960 | |
| Retail Total | 856 | $1.1 |
| Average Retail AUM | $1,342,090 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 65% | $0.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 9% | $0.1 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 12% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.1 |
| Other | 1% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $39.6 | 122258 | |
| ORIGIN CREDIT ADVISERS, LLC | $0.4 | 324839 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER HERRINGTON | VENICE | FL | S66|2016-09-22 | CERTIFIED FINANCIAL PLANNER | |||||
| BRADLEY PATTON | VENICE | FL | S63|2004-03-11|S65|2007-10-05 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| LARRY CUERVO | VENICE | FL | S63|2008-11-20|S65|1998-06-05 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES STAMPER | VENICE | FL | S63|2012-10-30|S65|2012-08-20 | ||||||
| SCOTT PINKERTON | VENICE | FL | S63|1986-01-30|S65|1994-06-10 | CERTIFIED FINANCIAL PLANNER | |||||
| JOEL JOHNSON | VENICE | FL | CERTIFIED FINANCIAL PLANNER | ||||||
| BRETT KEYSO | VENICE | FL | S65|2023-12-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.3 | $0.0 | 0% | 21 | 0 | 0% |
| 2024-04-02 | $1.3 | $0.0 | 0% | 21 | 0 | 0% |
| 2023-04-04 | $1.1 | $0.3 | 24% | 17 | 4 | 24% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, AZ-10/21/2022, CA-10/21/2022, CO-06/12/2023, CT-06/12/2023, FL-10/21/2022, GA-10/21/2022, IA-06/12/2023, IL-10/21/2022, IN-10/21/2022, LA-10/21/2022, MA-10/21/2022, MD-10/21/2022, ME-10/21/2022, MI-10/21/2022, MN-10/21/2022, NC-10/21/2022, NE-10/21/2022, NH-10/21/2022, NJ-10/21/2022, NV-03/25/2024, NY-10/21/2022, OH-10/21/2022, PA-10/21/2022, RI-03/25/2024, SC-10/21/2022, TN-06/12/2023, TX-10/21/2022, VA-10/21/2022, WA-10/21/2022, WI-10/21/2022, WV-03/25/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV