Future Bright, Llc
- Regulatory AUM
- $121M
- Discretionary
- $121M
- Clients
- 401
- Avg AUM / client
- $301K
- Accounts
- 719
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 388 | $56.5M | 46.8% |
| High net worth individuals | 8 | $16.7M | 13.9% |
| Pension and profit sharing plans | 5 | $47.4M | 39.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| O.K. Tire Store, Inc. 401(k) Profit Sharing Plan O.K. Tire Store, Inc. | 2024 | |
| Vocational Training Center 401(k) Plan Vocational Training Center | 2024 | |
| Dakota Nation 401(k) Plan And Trust Dakota Nation Gaming Enterprise | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross David Almlie | Registered representative | May 2015 (11y) | ||
| Matthew Ryan Johnson | Registered representative | Jan 2019 (8y) | ||
| Meagan Dee Gelinske | Registered representative | Feb 2022 (5y) | ||
| Daunte Leiran | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| O.K. Tire Store, Inc. 401(k) Profit Sharing Plan | O.K. Tire Store, Inc. | 221 | $9.9M | 01/01/2024 |
| Vocational Training Center 401(k) Plan | Vocational Training Center | 213 | $3.8M | 01/01/2024 |
| Dakota Nation 401(k) Plan And Trust | Dakota Nation Gaming Enterprise | 730 | $13.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $73.2M (61% of AUM) Jul 2026
- Adp Retirement Plan Services $22.7M (19% of AUM) Jul 2026
- Mid Atlantic Trust Company $14.2M (12% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗