Future Capital Management Incorporated
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 324378
· Castle Rock, CO
· www.instagram.com
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ADV data as of May 28, 2026
- Regulatory AUM
- $78.6M
- Discretionary
- $72.6M
- Clients
- 356
- Avg AUM / client
- $221K
- Accounts
- 673
- Employees
- 11
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 312 | $44.6M | 56.8% |
| High net worth individuals | 26 | $27.5M | 35.1% |
| Other investment advisers | 5 | $1.7M | 2.17% |
| Corporations and other businesses | 13 | $4.7M | 5.99% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig William Brooks | Registered representative | Feb 2023 (3y) | ||
| Justin Louis Kohnke | Registered representative | Feb 2023 (3y) | ||
| Shane Brian Callahan | Registered representative | CFP | May 2024 (2y) | |
| Trevor Lane Jackson | Registered representative | Jan 2025 (2y) | ||
| Donna Marie Dodrill | Registered representative | Jan 2025 (2y) | ||
| Dylan Ryan Janzen | Registered representative | Jan 2025 (2y) | ||
| Joshua Ryan Bustos | Registered representative | Apr 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1.09 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $60.5M (77% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗