FUTURE CAPITAL

Overview

Future Capital is an SEC-registered investment adviser organized as a limited liability company and active since the early 2000s. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that blends manager selection with direct portfolio management. Core advisory services include discretionary portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and periodic publications. Investment activity centers on pooled public funds and mutual funds as the primary vehicle, supplemented by targeted allocations to third‑party alternative managers for real assets and energy exposure. The firm charges a mix of percentage-of-AUM and fixed fees and was recognized by investor.com as one of the "Top RIA Firms to Watch" in 2020.

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Location & Offices