# Fourthought Financial Partners, LLC.

> Fourthought Financial Partners, LLC. is an SEC-registered investment advisory firm in Venice, FL, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 323060
- Filed as: FOURTHOUGHT FINANCIAL PARTNERS, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Venice, FL
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323060
- AdvisorCensus page: https://advisorcensus.com/firm/fourthought-financial-partners-llc-venice-fl-323060

## Quick answers

**How is Fourthought Financial Partners, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Fourthought Financial Partners, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fourthought Financial Partners, LLC. located?**
Fourthought Financial Partners, LLC.'s principal office is in Venice, FL, according to its Form ADV.

**Is Fourthought Financial Partners, LLC. registered with the SEC or a state?**
Fourthought Financial Partners, LLC. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323060.

**How much does Fourthought Financial Partners, LLC. manage?**
Fourthought Financial Partners, LLC. reports $1,927,136,763 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**How have Fourthought Financial Partners, LLC.'s assets and staff changed since 2023?**
In the Form ADV data for Fourthought Financial Partners, LLC.: Regulatory assets under management: $1,071,312,815 in the October 2023 data and $1,927,136,763 in the October 2026 data, up 80%. Total employees: 17 in October 2023 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fourthought Financial Partners, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (569); high net worth individuals (401); corporations or other businesses not listed above (17).

**Which custodians does Fourthought Financial Partners, LLC. use?**
Fourthought Financial Partners, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fourthought Financial Partners, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323060

**What changed in Fourthought Financial Partners, LLC.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 20. Regulatory assets under management went from $1,589,562,254 to $1,927,136,763 (+21%). Registered or notice-filed in OR. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,927,136,763
- Discretionary: $1,927,136,763
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 569 | $186,854,394 |
| High net worth individuals | 401 | $1,541,804,200 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $5,250,541 |
| Charitable organizations | 7 | $44,595,561 |
| Corporations or other businesses not listed above | 17 | $148,632,067 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 20 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- [fourthought.com](https://fourthought.com)
- Facebook @fourthoughtfinancialplanning
- LinkedIn @FOURTHOUGHT-PRIVATE-WEALTH
- LinkedIn @focus-financial-partners
- X @focusfinancial
- YouTube @UCUfLugBKEnR5Z2aC4L8EN5A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $1,071,312,815 | 17 | September 27, 2023 |
| October 2024 | $1,325,134,139 | 21 | April 24, 2024 |
| October 2025 | $1,589,562,254 | 20 | March 26, 2025 |
| October 2026 | $1,927,136,763 | 20 | April 2, 2026 |

Regulatory assets under management: $1,071,312,815 in the October 2023 data and $1,927,136,763 in the October 2026 data, up 80%.
Total employees: 17 in October 2023 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 20.
- Regulatory assets under management went from $1,589,562,254 to $1,927,136,763 (+21%).
- Registered or notice-filed in OR.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fourthought Financial Partners, LLC. (CRD 323060): Form ADV filing data as of October 2026.