Castle Rock, CO logo

Castle Rock, CO Office

Team
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Future Capital Management Inc. logo

Future Capital Management Inc.

Team

Firm-wide stats for Future Capital Management Inc.

Total advisors

7

Across 3 offices

Clients per advisor

48 Typical

Avg AUM per client

$213,464 Very Low

HNW client ratio

8% Very Low

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.

Based on Future Capital Management Inc.

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Wealth management

Based on Future Capital Management Inc.

Occupation focus

Founder/Business Owner

Based on Future Capital Management Inc.

Location

115 Wilcox Street, Suite 220

Castle Rock CO 80104

Advisors at this office

5

Advisors at this office

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Joshua B

Series 65

Castle Rock, CO

Future Capital Management Inc.

Joshua Bustos is a financial advisor at Future Capital Management Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience in contracting and the building industry, including roles at Heritage Builders Electric, KTK General Contracting, and McCarthy Building Companies. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm employs an active and tactical investment approach with proprietary model portfolios overseen by an internal Investment Committee and offers a variety of financial planning and consulting services.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
user avatar

Trevor J

Series 65

Castle Rock, CO

Future Capital Management Inc.

Trevor Jackson is a financial advisor with Future Capital Management Inc. He holds a Series 65 designation and has one year of industry experience. He has previously been affiliated with TJW Wealth, LLC since 2025 and has maintained roles at Five Rings Financial and TL Jackson, LLC since 2008. Outside of his advisory work, he is an insurance agent involved in selling life and annuity insurance through TL Jackson, LLC. Future Capital Management provides fee-based investment management primarily to individual investors while also serving pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm employs an active, tactical investment approach centered on proprietary model portfolios overseen by an internal Investment Committee and operates its own wrap fee program alongside recommending third-party managers.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Craig B

Series 63, Series 65

Castle Rock, CO

Future Capital Management Inc.

Craig Brooks is a financial advisor at Future Capital Management Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Park Avenue Securities and Guardian Life Insurance. Brooks is a member of the finance board at Mission Hills Church, where he reviews financial reports. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs an active, tactical investment approach using proprietary model portfolios and offers discretionary portfolio management alongside financial planning and qualified retirement plan consulting services.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
user avatar

Shane C

CFP®, Series 65, Series 66

Castle Rock, CO

Future Capital Management Inc.

Shane Callahan is a CFP® with 11 years of industry experience, currently serving as an advisor at Future Capital Management Inc. He previously worked at Sigma Planning Corporation and Parsonex Advisory Services, among other firms. Callahan is also a managing member of Endurance Wealth Planning LLC, where he produces insurance for various companies. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs an active, tactical investment approach with proprietary model portfolios overseen by an internal Investment Committee.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
user avatar

Justin K

Series 66

Castle Rock, CO

Future Capital Management Inc.

Justin Kohnke is a financial advisor with Future Capital Management Inc. in Castle Rock, CO, holding a Series 66 designation and 18 years of industry experience. His career includes positions at Bank of America, Merrill, and Wells Fargo, as well as entrepreneurial roles as co-owner of Countertop Concepts Co., a high-end stone countertop sales and installation business, and Driven Media LLC, a website design and maintenance company. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension plans, trusts, and corporations. The firm employs an active, tactical approach with proprietary investment models overseen by an internal committee and offers a combination of discretionary portfolio management and third-party money manager recommendations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
View complete list of advisors at this office
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