$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2025
- Office Locations
- 1
Office Locations
-- Madison WI
About Future First Finance, LLC
Future First Finance is a Madison, WI-based RIA providing financial planning, investment management, and one-time portfolio reviews. The firm builds climate-oriented portfolios aligned to a client’s risk profile and can estimate a portfolio’s climate impact and recommend changes to improve it. Member of Renew Wisconsin; uses Schwab as custodian.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$888.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Optima ridge Harbor Delta quantum
Client Personas
Catalyst
Custodian
Peak pioneer Timber Value
Investment Themes
Eagle Meridian vertex Harbor value Timber alpha Fusion
Investment Vehicles
Matrix timber
Services
Unison pioneer Insight Harbor North bridge Pioneer peak
Owner & Executives
S
Stephen B. Lewis
Chief Compliance Officer, Managing Member
- CRD
- #8047738
- Ownership
- 75% or more
(680) 924-7369
radial.crest@timbercapital.com
in linkedin.com/in/delta-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,330,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,330,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,330,000
Equity - Exchange:
17.9% Public Funds:
41.3% Equity - OTC:
20.6% Cash:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $926,446,806 | 17.9% |
| Public Funds | $2,137,556,039 | 41.3% |
| Equity - OTC | $1,066,190,179 | 20.6% |
| Cash | $1,045,487,457 | 20.2% |
| Total | $5,175,680,481 | 100.0% |