Reuter James Wealth Management, LLC

FourPath Capital Management, LLC is a registered investment adviser providing personalized investment management and financial advisory services to individual and institutional investors. The firm, established in 2021, operates under the ownership of Kyle Reuter and Jeffrey James. FourPath offers various services, including investment and wealth management, financial planning, and consulting, tailored to clients' needs and goals. Clients can have their portfolios managed on a discretionary or non-discretionary basis, with a minimum initial investment of $1,000,000. The firm charges fees based on a graduated fee schedule for assets under management. FourPath may also engage Independent Managers to manage client assets, with fees set by the managers. The firm does not charge performance-based fees or participate in side-by-side management. Clients' assets are held by a qualified custodian, and FourPath has investment discretion over client accounts. The firm has no disciplinary information to report and does not pay referral fees. Clients receive regular account reviews and performance reports, and FourPath retains proxy voting authority for client securities. The firm does not require prepayment of fees exceeding $1,200 and has a sound financial condition. For more information, clients can contact FourPath at (405) 253-6080.