RIA Intel›Advisers›Delaware›FUTURE U FINANCIAL INC.

FUTURE U FINANCIAL INC.

Advisory

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$970K

across 52 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$450K

Non-Discretionary AUM$50M

Discretionary %0.9%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, OK, TX

Succession Risk

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

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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

13 clients

7 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 DE

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

VENDOME CAPITAL MANAGEMENT LLC

$50M

BRENNAN ASSET MANAGEMENT, LLC

$51M

TRACHTENBERG CAPITAL MANAGEMENT, LLC

$51M

BLUE LAWN ASSET MANAGEMENT LLC

$52M

ALPHAGLIDER LLC

$48M

GRAYLARK FINANCIAL, LLC

$48M

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