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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2002
- Office Locations
- 1
Office Locations
About Future Capital
Future Capital (ProNvest, LLC) is a registered investment advisor focused on retirement planning and managed portfolios for individuals, offering a no-cost retirement analysis and ongoing guidance from a Future Capital professional regardless of account size. Portfolios are rebalanced at least quarterly and are largely ETF-based with fixed-income exposure including municipal bonds; custody includes Pershing.
Team overview
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CRM
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Owner & Executives
Richard B Cribbs
Chief Financial Officer, EVP, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
JAY COLTON JUMPER
Chief Executive Officer, DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
Unison fusion
Capital glacier
- CRD
- #32457
- Ownership
- 14.4%
Showing 2 of 4 owners & executives
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LISA MICHELLE LADD
Advisor
- CRD
- #5202141
Henrique Donati Ribeiro
--
- CRD
- #7965960
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,926,798,105 | $124,157 |
| Non-Discretionary | $89,021,284 | $44,510,642 |
| Total | $2,015,819,389 | $129,877 |
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Separately Managed Accounts
Total SMA Asset: $2,015,819,389
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,104,431,666 | 70.9% |
| Equity - Exchange | $2,095,048,822 | 29.1% |
| Total | $7,199,480,488 | 100.0% |