4Thought Financial Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Syosset, NY. Its latest Form ADV filing, dated January 5, 2026, reports $214M in regulatory assets under management, 6 employees, and 869 accounts.
Assets Under Management
$214M
Employees
6
Offices
--
Total Clients
344
Primary office
SYOSSET, NY
6851 JERICHO TURNPIKE, SUITE 120, SYOSSET, NY, United States
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
297
2
Pension Plans
12.2%
42
3
Corporations
1.5%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of January 5, 2026
Discretionary97.5%
$209M
97% of total RAUM97.5%
Non-discretionary2.5%
$5M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$214M
Total Accounts869
10Y AUM Change+$125M (+141.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee57:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.