Future Capital

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.3B
96% of AUM
Avg account
$142K
Accounts
17,093
Employees
30
Advisory reps
5

Firm details

Headquarters
Chattanooga, Tennessee
CRD number
119081
Registered since
February 26, 2002
Fee structure
Percentage of AUM
Client types
  • Individuals96.01%
  • Insurance Companies2.86%
  • HNWI1.13%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Future Capital is an independent, SEC-registered Registered Investment Adviser formed as a limited liability company and active since 2002. The firm serves both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Its primary advisory activity is portfolio management for individuals and small businesses. Future Capital is not structured as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Ownership is a mix of a domestic entity and an individual. Investor.com recognized the firm as one of its "Top RIA Firms to Watch" in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Exchange Traded Equities 4%96%
  • Public Funds/Mutual Funds96%
  • Exchange Traded Equities4%

Owners & executives

1 of 1
  • Hannah Wilson

    Chief Operating OfficerCRD 7457175

Contacts

3 of 4
  • Lisa Ladd

    Retirement CounselorCRD 5202141

  • Jay Jumper

    Jay Jumper

    President, CCOCRD 1607969

  • Henrique Ribeiro

    Henrique Ribeiro

    Retirement PlannerCRD 7965960

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chattanooga, TN

Hamilton

Location

Chattanooga, TN

Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
Hamilton
Address
1110 Market St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth