Future Capital Management Inc.

RIAState Registered
Total AUM
$78.6M
Discretionary
$72.6M
92% of AUM
Avg account
$117K
Accounts
673
Employees
11
Advisory reps
8

Firm details

Headquarters
Castle Rock, Colorado
CRD number
324378
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 33%, Other 15%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 1%, Private Funds 1%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities33%
  • Other15%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities1%

Contacts

3 of 8
  • Craig Brooks

    Craig Brooks

    Founder & PrincipalCRD 5922807

  • Justin Kohnke

    Justin Kohnke

    Senior Private Wealth ManagerCRD 5420663

  • Shane Callahan

    Shane Callahan

    Senior Private Wealth ManagerCRD 2973995

Unlock 5 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth