Fourthstone Revenue, Growth & Competitor Profile

DBA FOURTHSTONE LLC
DBA Fourthstone Offshore Opportunity Fund Ltd.
DBA Fourthstone Opportunity Fund LP
DBA Fourthstone QP Opportunity Fund LP
DBA Fourthstone Small-Cap Financials Fund

Company Profile & Annual Report for Fourthstone

Access the complete profile.

Fourthstone Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	575 Maryville Centre Dr. Suite 110 St. Louis, MO 63141

Note: Revenues for privately held companies are statistical evaluations.


Fourthstone's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Fourthstone's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Fourthstone is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Fourthstone Annual Revenue and Growth Rate

Fourthstone	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Fourthstone's revenues are gauged from an analysis of company filings.

Fourthstone's Income Statement (based on Industry Averages)

Fourthstone P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Fourthstone has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
July 14, 2023	88	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Fourthstone is developing and marketing. Fourthstone doesn't have any recent trademark applications, indicating Fourthstone is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
FOURTH 4 STONE Financial advisory services, investment management services and management of investment funds, namely, equities, debt, real estate and private equity funds; strategic financial advisory services; financial advisory and consultancy services; investment management and consultancy services in the fields of equities, debt, real estate and private equity	10/08/2021
FOURTHSTONE Financial advisory services, investment management services and investment funds, including investments in equities, debt, real estate and private equity	05/02/2014

See all trademarks and details in the Full Report.

Market Share of Fourthstone's Largest Competitors

A competitive analysis shows these companies are in the same general field as Fourthstone, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Fourthstone. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
STIFEL FINANCIAL	St Louis, MO	100
BENJAMIN F. EDWARDS WEALTH MANAGEMENT	St. Louis, MO	9
BUCKINGHAM STRATEGIC PARTNERS	St. Louis, MO	7
NISA INVESTMENT ADVISORS	Saint Louis, MO	5
LARSON FINANCIAL GROUP	Saint Louis, MO	3
PLANCORP	Saint Louis, MO	2

Other Companies at 575 Maryville Centre Dr., St. Louis MO

Company	Headquarters	Revenue ($ MM)
RALEIGH NC I FGF	St. Louis, MO	0
TUCSON AZ IV FGF	St. Louis, MO	0
LAKEWOOD WA I SGF	St. Louis, MO	0
RAPID CITY SD I SGF	St. Louis, MO	0
OKLAHOMA CITY OK I SGF	St. Louis, MO	0

Future Competition: Fourthstone's Fastest Growing Competitors

These companies are in the same general field as Fourthstone and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)