Future Finances Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated April 10, 2026, reports $305M in regulatory assets under management, 4 employees, and 691 accounts.
Assets Under Management
$305M
Employees
4
Offices
--
Total Clients
288
Primary office
COLUMBUS, OH
100 NORTHWOODS BLVD. STE "B", COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.4% of total clients.
Top client categories% of clientsClients
1
HNWI
68.4%
197
2
Individuals
31.6%
91
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of April 10, 2026
Discretionary100.0%
$305M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$305M
Total Accounts691
10Y AUM Change+$163M (+115.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.