Future Capital
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 119081
- Registered since
- February 26, 2002
- Website
- www.pronvest.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals96.01%
- Insurance Companies2.86%
- HNWI1.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Funds96%
- Exchange Traded Equities4%
Owners & executives
1 of 1Hannah Wilson
Chief Operating OfficerCRD 7457175
Contacts
3 of 4Lisa Ladd
Retirement CounselorCRD 5202141

Jay Jumper
President, CCOCRD 1607969

Henrique Ribeiro
Retirement PlannerCRD 7965960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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