Future Capital Management Inc. logo

Future Capital Management Inc.

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Client assets under management

$72,150,870

Clients

338

8% high-net worth

Advisors

7

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Low

Average account size

$213,464

About

Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team that serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary, fee-based investment management delivered primarily through a wrap-fee program, along with proprietary model portfolios, financial planning and consultation, and qualified retirement plan consulting; it also provides insurance and tax-preparation services through its registered insurance agency.

The firm’s investment approach emphasizes active, tactical asset allocation implemented across custom client accounts and proprietary model portfolios overseen by an internal Investment Committee, using fundamental, technical, and cyclical analysis and a range of instruments (including mutual funds, ETFs, options, DSTs, variable products, and margin where appropriate). Management is discretionary, with ongoing monitoring and rebalancing to address concentration, harvest gains or losses, and adjust sector or cash positions; Future Capital often directs clients into its wrap-fee program to internalize transaction costs associated with tactical trading.

What distinguishes Future Capital from many peers is the combination of operating its own wrap-fee program (with execution and custody arrangements through a single custodian), maintaining an internal Investment Committee that produces proprietary model portfolios, and acting as a licensed insurance agency that offers commissionable insurance and tax services. The firm also routinely recommends or refers clients to unaffiliated third‑party money managers, robo-advisors, or other registered advisers for specialized strategies or smaller accounts, a practice that requires enhanced due diligence and clear client disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $750,000: 1.50% annually $750,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.55% annually

Commissions

Commissions may be received for insurance product sales; no advisory fees in addition to commissions

Project-based

$300 per hour for Financial Consultation Services and additional retirement plan consulting duties (negotiable)

Other

Fee-only: Fixed fees up to $4,000 per financial plan (negotiable)

Main office location

Future Capital Management Inc.

115 Wilcox Street, Suite 220

Castle Rock CO 80104, United States

Number of offices

5

Most active in

Colorado · Florida · Kansas · Missouri · Nebraska · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joshua B

Series 65

Castle Rock, CO

Future Capital Management Inc.

Joshua Bustos is an advisor at Future Capital Management Inc. in Castle Rock, CO, holding a Series 65 credential. He has professional experience spanning roles in construction and financial services since 2014, including work at Heritage Builders Electric, KTK General Contracting, and McCarthy Building Companies. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, featuring tactical asset allocation and proprietary model portfolios overseen by an internal Investment Committee.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Trevor J

Series 65

Castle Rock, CO

Future Capital Management Inc.

Trevor Jackson is a financial advisor with Future Capital Management Inc. in Castle Rock, CO. He holds a Series 65 designation and has 1 year of industry experience. In addition to his advisory role, he is involved in insurance sales through TL Jackson, LLC, where he sells life and annuity insurance. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, along with proprietary model portfolios, financial planning, and qualified retirement plan consulting, supported by an internal Investment Committee that uses active, tactical asset allocation strategies.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

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 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance. Brooks serves on the finance board of Mission Hills Church, where he reviews financial reports. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension plans, trusts, and other entities. The firm offers discretionary, fee-based investment management through a wrap-fee program, proprietary model portfolios, financial planning, and insurance and tax-preparation services, employing an active, tactical asset allocation approach overseen by an internal Investment Committee.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Shane C

CFP®, Series 65, Series 66

Castle Rock, CO

Future Capital Management Inc.

Shane Callahan is a CFP® with 10 years of industry experience, currently serving at Future Capital Management Inc. He previously worked at Sigma Planning Corporation and Parsonex Advisory Services, Inc. Callahan is also a managing member of Endurance Wealth Planning LLC, where he is involved in insurance production activities. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, institutions, and various entities. The firm offers discretionary, fee-based investment management through a wrap-fee program, proprietary model portfolios, financial planning, and qualified retirement plan consulting, while also providing insurance and tax-preparation services.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Justin K

Series 66

Castle Rock, CO

Future Capital Management Inc.

Justin Kohnke is a financial advisor at Future Capital Management Inc. in Castle Rock, CO, with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, he is a co-owner of Countertop Concepts Co., a business specializing in the sales and installation of high-end stone countertops, and Driven Media LLC, which provides website design and maintenance services. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team that serves individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, utilizing active, tactical asset allocation guided by an internal Investment Committee.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Dylan J

Series 65

Omaha, NE

Future Capital Management Inc.

Dylan Janzen is a financial advisor at Future Capital Management Inc. with five years of industry experience. He holds a Series 65 designation and has worked previously at Foundations Investment Advisors LLC and several insurance firms. Janzen is also licensed as an insurance agent and actively sells various insurance products. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary, fee-based investment management through a wrap-fee program, proprietary model portfolios, financial planning, and qualified retirement plan consulting, complemented by insurance and tax-preparation services.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Donna D

Series 65

Windsor, CO

Future Capital Management Inc.

Donna Dodrill is a financial advisor at Future Capital Management Inc. with one year of industry experience. She holds a Series 65 designation and also works as a real estate broker associate at Cobalt Realty, LTD, where she assists with brokering real estate transactions. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, tactical asset allocation approach through discretionary management and proprietary model portfolios overseen by an internal Investment Committee.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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