CRD: 324378
Future Capital Management Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2019
- Office Locations
- 4
Office Locations
About Future Capital Management Inc.
Future Capital Management Inc. is a Castle Rock, CO advisory firm serving retail and institutional clients, including business owners, with financial planning and discretionary asset management. Portfolios lean on ETFs and other public funds, with exposure that may include fixed income and alternatives such as real estate or private placements. The firm primarily custodies at Schwab and uses Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CRAIG WILLIAM BROOKS
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5922807
- Ownership
- 75% or more
JAMES NORRIS STRUCK
Associate
- CRD
- #5278769
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Joshua Ryan Bustos
--
- CRD
- #8083791
SHANE BRIAN CALLAHAN
--
- CRD
- #2973995
Showing 2 of 8 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,560,923 | -- |
| Non-Discretionary | $6,001,207 | -- |
| Total | $78,562,130 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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