Future Capital Management Inc.
Firm details
- Headquarters
- Castle Rock, Colorado
- CRD number
- 324378
- Website
- www.futurecapitalco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.78%
- HNWI35.06%
- Corporations / Businesses5.99%
- Other Investment Advisers2.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Future Capital Management Inc. is a corporation operating as an independent registered investment adviser owned by an individual principal. The firm serves both individual/family and institutional clients and acts as a capital allocator, directing client capital to external managers where appropriate. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm also conducts insurance brokerage activities and integrates annuity solutions into client programs. Fee arrangements include percentage-of-assets, hourly charges and fixed fees. Future Capital Management is state-registered in multiple states (Colorado, Florida, Kansas, Missouri, Nebraska, Nevada and Texas) and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds40%
- Exchange Traded Equities33%
- Other15%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities1%
Contacts
3 of 8
Craig Brooks
Founder & PrincipalCRD 5922807

Justin Kohnke
Senior Private Wealth ManagerCRD 5420663

Shane Callahan
Senior Private Wealth ManagerCRD 2973995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Castle Rock, CO
Douglas
Location
Castle Rock, CO
Headquartered in Castle Rock, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 115 Wilcox St
- Time zone
- MT (UTC-7)
- Office locations
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