FUTURE CAPITAL MANAGEMENT INC.

RIASEC Registered

Total AUM

$78.6M

Discretionary

$72.6M

92% of AUM

Avg account

$117K

Accounts

673

Employees

Advisory reps

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

FINTRX

Overview

Future Capital Management Inc. is an independent, privately owned registered investment adviser operating as a corporation that positions itself as a capital allocator to both individual/family and institutional clients. The firm combines advisory services — including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and a listed item for pension consulting services — with insurance brokerage capabilities. Its stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.