Jeffrey James
FourPath Capital Management · Oklahoma City, Oklahoma
Jeffrey James is a fee-only financial advisor at FourPath Capital Management in Oklahoma City, Oklahoma. FourPath Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FourPath Capital Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.06B across 2,334 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 3210356 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.fourpath.com |
How Jeffrey's firm compares
- FourPath Capital Management's average account is about $454,000, from its Form ADV (assets managed divided by 2,334 accounts).
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Questions about Jeffrey
Is Jeffrey James a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and FourPath Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, FourPath Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey James based?
Jeffrey James is based in Oklahoma City, Oklahoma.
Is Jeffrey James registered with the SEC?
Yes. Jeffrey James is registered as an investment adviser representative in OK and TX (CRD 3210356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FourPath Capital Management manage?
FourPath Capital Management reports $1.06B across 2,334 accounts in assets under management.
How do I contact Jeffrey James?
Through Jeffrey's website, www.fourpath.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- FourPath Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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