Future Bright
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,620,275
Total clients
396
2% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
99
Average account size
$304,597
About
Future Bright serves individual and high-net-worth clients, small businesses, and employer retirement plans, providing discretionary asset management, modular financial-planning components, and ERISA plan services including the option to act as a 3(38) investment manager. As of December 31, 2025 the firm reported $120.6 million in assets under management across 396 client relationships supported by a four-advisor team.
The firm’s investment process is discretionary portfolio management that emphasizes equity securities, open-end mutual funds and ETFs, and uses fundamental, technical and cyclical analysis to construct and monitor portfolios. Future Bright also offers access to certain private investments (including Pre‑IPO opportunities for accredited investors), conducts quarterly account reviews, and provides custodial recommendations while delivering planning services on an ancillary, non-continuous basis.
What is noteworthy relative to peers is the firm’s compact team managing a comparatively large number of client relationships, which implies a higher client-to-advisor servicing load than is typical for similar team firms. The firm’s structure—with some owners carrying outside primary occupations and a mix of active and silent principals—combined with its ERISA 3(38) offerings and access to private-placement opportunities, gives it an atypical service and operational profile for a firm of this size.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% annually (for clients onboarded on or after Feb 1, 2022); 1.00% annually (for clients onboarded before Feb 1, 2022) $500,001 - $3,000,000: 1.00% annually (clients onboarded on or after Feb 1, 2022); 0.80% annually (clients onboarded before Feb 1, 2022) $3,000,001+: 0.75% annually (clients onboarded on or after Feb 1, 2022); 0.60% annually (clients onboarded before Feb 1, 2022)
Fee-only: Annual asset management fees ranging from 0.75% to 1.25% depending on assets and client onboarding date; fees are negotiable.
Most active in
Arizona · Iowa · Minnesota · North Dakota · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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