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FOURNORTH CAPITAL LLC

WEST CONSHOHOCKEN, PA · CRD 340927 · IAPD ↗ · 215-217-2360

$117.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
October 2026 — FOURNORTH CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
May 2026 — FOURNORTH CAPITAL LLC (WEST CONSHOHOCKEN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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