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FOURTHSTONE LLC

ST. LOUIS, MO · CRD 169067 · IAPD ↗ · (800) 771-8071

$1.22BRegulatory AUM
7Advisory reps
12Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FOURTHSTONE LLC crossed $1B in regulatory AUM ($957.5M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2024 — FOURTHSTONE LLC reported RAUM up 25% ($614.4M -> $768.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.