Future Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,150,870
Clients
338
Advisors
7
across 3 offices
About
Future Capital Management provides fee-based investment management primarily to individual investors and also serves pension and profit-sharing plans, trusts, estates, corporations, and other entities. In addition to discretionary portfolio management, the firm offers financial planning, consultation, and qualified retirement plan consulting services and may recommend or place assets with unaffiliated third‑party money managers.
The firm’s investment approach is active and tactical: it emphasizes tactical asset allocation and maintains proprietary investment model portfolios overseen by an internal Investment Committee. Portfolios may use a wide range of instruments — including mutual funds, options, DSTs, variable insurance products, and interests in real estate or oil and gas partnerships — and are typically managed through a discretionary wrap-fee program that covers transaction costs.
Distinctive features include operating its own wrap fee program (using custodians such as Charles Schwab and Altruist) while also recommending other investment advisers or outsourced managers for certain accounts, a combination that is uncommon among peers. Future Capital is also a licensed insurance agency and its representatives are licensed insurance producers who may receive commissions for insurance sales; the brochure discloses this dual role and related conflict‑of‑interest considerations.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services up to $4,000 per plan, negotiable
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.55%
Insurance products commissions disclosed at time of transaction; no advisory fee associated with these products
Financial Consultation Services charged at $300/hour, negotiable; additional non-investment related duties for Retirement Plan Consulting may be charged at $300/hour, negotiable
Fee-only: Financial Planning Services fixed fees up to $4,000 per plan, negotiable; Financial Consultation Services hourly fees at $300 per hour, negotiable
Main office
See office115 Wilcox Street, Suite 220
Castle Rock CO 80104
Advisors at this office
5
Offices (3)
Most active in
Colorado · Florida · Kansas · Missouri · Nebraska · Nevada · Texas
Also doing business as
Fcm · Focus My Wealth · Focus Wealth Management · Future Capital · Future Capital Management · Future Capital Management Inc. · Future Capital Management Incorporated · Tjw Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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