FOURTHOUGHT FINANCIAL PARTNERS, LLC.

RIASEC RegisteredEst. 2022

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$459K

Accounts

4,199

Employees

Advisory reps

Firm details

Headquarters: VENICE, Florida
CRD number: 323060
Registered since: October 21, 2022
Website: fourthoughtinstitutions.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI80%
Individuals9.7%
Corporations / Businesses7.71%
Charitable Organizations2.31%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fourthought Financial Partners, LLC is an independent RIA that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (since 2022) and organized as a limited liability company with domestic and individual ownership. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm also lists business activity as an “other financial product salesperson” and maintains a number of industry affiliations that span broker-dealer relationships, sponsor roles for limited partnerships and pooled vehicles, and connections with accounting, legal and insurance firms. Fee arrangements are mixed: Fourthought charges percentage-of-AUM fees alongside fixed fees and other fee structures. It describes itself as a non-ESG-focused investor and does not operate as a multi-state adviser. Fourthought has been recognized in Forbes’ RIA lists, appearing on Forbes’ Top RIA Firms lists in 2023 and 2024.