Four Corners Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Melville, NY. Its latest Form ADV filing, dated February 9, 2026, reports $105M in regulatory assets under management, 1 employee, and 175 accounts.
Assets Under Management
$105M
Employees
1
Offices
--
Total Clients
45
Primary office
MELVILLE, NY
150 BROADHOLLOW ROAD, SUITE 215, MELVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.4% of total clients.
Top client categories% of clientsClients
1
HNWI
64.4%
29
2
Individuals
35.6%
16
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of February 9, 2026
Discretionary93.1%
$97M
93% of total RAUM93.1%
Non-discretionary6.9%
$7M
7% of total RAUM6.9%
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$105M
Total Accounts175
10Y AUM Change+$61M (+137.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee45:1
10Y Employee Change-1 (-50.0%)
* 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.