Future Capital Management Inc.

RIASEC 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 an independent, privately owned registered investment adviser operating as a corporation and acting as a capital allocator for both individual/family and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers—with brokerage activities in insurance. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm is not identified 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