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FUTURE CAPITAL

CHATTANOOGA, TN · CRD 119081 · IAPD ↗ · futurecapital.com · 888-871-5711

$2.42BRegulatory AUM
2Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FUTURE CAPITAL notice-filed in DC, ME, MT, SD, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — FUTURE CAPITAL reported RAUM up 96% ($1.03B -> $2.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2026 — FUTURE CAPITAL filed an Item 4A succession naming FUTURE CAPITAL (CRD 119081) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
85
April 2025 — FUTURE CAPITAL crossed $1B in regulatory AUM ($962.5M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — FUTURE CAPITAL shrank from 10 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2024 — PRONVEST, INC. is now doing business as FUTURE CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.