RIA Intel›Advisers›Colorado›FUTURE CAPITAL MANAGEMENT INCORPORATED

FUTURE CAPITAL MANAGEMENT INCORPORATED

Advisory

CASTLE ROCK, CO

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in CO

#588

of 720 advisers by AUM

Average account

$117K

across 673 accounts

AUM per adviser

$11M

7 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$79M

Discretionary %

92.4%

Clients

356

Employees

11

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$79M

Discretionary AUM$73M

Non-Discretionary AUM$6M

Discretionary %92.4%

Total Clients356

Team

Total Employees11

Investment Advisers7

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

356 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

HART FINANCIAL, LLC

AKRON, CO

$79M

CALEDONIA WEALTH MANAGEMENT, LTD.

BOULDER, CO

$78M

-9.5% 1Y

ACE WEALTH PARTNERS, LLC

WESTMINSTER, CO

$79M

MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC.

DENVER, CO

$79M

-5.1% 1Y

FRIER PLANNING CONCEPTS, INC.

COLORADO SPRINGS, CO

$80M

-20.4% 1Y

RAVSTEN WEALTH MANAGEMENT, LLC

LONE TREE, CO

$80M

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