CRD: 291484
Future Financial Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company · Prudential · Wells Fargo
- Clients
- Retail
- Platforms
- Frontier optimaRadial ember +more
- Established Date
- 01-02-2018
- Office Locations
- 2
Office Locations
About Future Financial Wealth Management Group, LLC
Future Financial Wealth Management Group is a family-focused wealth manager founded in 1980, headquartered in Cincinnati with a Sarasota presence. The firm provides financial planning and discretionary investment management, including portfolio construction plus tax, estate, and legacy planning for families and business owners. Portfolios commonly use ETFs, mutual funds, and fixed income with active and index approaches. Led by founder Dennis Marinich and president/CCO Dennis P. Marinich II; works with Schwab and Orion.
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Owner & Executives
DENNIS PAUL MARINICH
Chief Compliance Officer, Managing Member, President, Vice President
- CRD
- #1010011
- Ownership
- 50% but less than 75%
DENNIS PAUL MARINICH II
Chief Compliance Officer, Managing Member
- CRD
- #2940858
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,418,350 | $325,073 |
| Non-Discretionary | $0 | -- |
| Total | $193,418,350 | $325,073 |
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Separately Managed Accounts
Total SMA Asset: $193,418,350
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $290,855,388 | 18.9% |
| Equity - Exchange | $203,137,097 | 13.2% |
| Cash | $335,483,993 | 21.8% |
| Equity - OTC | $349,334,250 | 22.7% |
| Municipal Bonds | $275,466,214 | 17.9% |
| Private Funds | $84,640,457 | 5.5% |
| Total | $1,538,917,399 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN PIONEER PATHWAY | UNISON SUMMIT | FUDVTDTIK | FFLX | 10.96% | $25,592,396 |
| SIGNAL HORIZON SIGNAL | DELTA SIGNAL | IDY61W1X9 | KGT | 4.17% | $95,830,152 |
| DELTA EMBER WAVE | EAGLE ALPHA | DJ2OKT1E2 | UNS | 4.96% | $99,723,523 |
| OAK OAK | VITAL VECTOR | GHN32Z13I | EBK | 2.04% | $68,309,219 |
| OAK OPTIMA | FRONTIER LEGACY | G5U4A2VH5 | JYD | 10.10% | $118,163,804 |
| FUSION PATHWAY | OAK RIDGE | HQ6NH7T0X | VTYEW | 10.53% | $63,294,969 |
| BEACON LEGACY MOMENTUM | ZENITH PEAK | 6W3RGLLJE | HAFF | 2.60% | $55,641,534 |
| NORTH MERIDIAN WAVE | PEAK WAVE | 1B8VSZQUY | AJH | 9.79% | $43,298,743 |