Holly Diane Gooch
Investment adviser representative at Fourpath Capital Management, LLC
15 yearsExperience
2 statesRegistered in
$1.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Fourpath Capital Management, LLCJul 2021 to now
- Reuter James Wealth ManagementJul 2021 to now
- Church of Christ - South YukonDec 2012 to now
- Shelley Marburger, Court ReporterOct 2011 to now
- Wells Fargo Clearing Services, LLCJul 2018 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Fourpath Capital Management, LLC
$1.1BAssets managed
821Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6994400
- Firm CRD
- 313573