Future Bright
Firm details
- Headquarters
- ,
- CRD number
- 177521
- Registered since
- July 9, 2026
- Website
- futurebright4u.com
- Custodians
- CHARLES SCHWAB & CO., INC., ADP RETIREMENT PLAN SERVICES, AMERICAN TRUST CUSTODY
- Fee structure
- Percentage of AUM
- Client types
- Individuals46.82%
- Pension & Profit Sharing Plans39.3%
- HNWI13.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Future Bright LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and manages client relationships on a percentage-of-assets basis. Its client base spans individuals and families as well as institutional entities. Advisory services emphasize comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Future Bright does not operate as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities20%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Colleen Weber Cpa, LLC
RIAChanhassen, MN
Apogee Investment Management
RIALeder Fiduciary Capital LLC
RIABellaire, TX
Wright Cove Capital
RIAPortland, ME
10elms LLP
RIATulsa, OK
Williams and Schiller Wealth Management, LLC
RIASandpoint, ID