CORAL GABLES, FLCRD 136285Latest ADV April 29, 2026
Futura Asset Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated April 29, 2026, reports $115M in regulatory assets under management, 1 employee, and 17 accounts.
Assets Under Management
$115M
Employees
1
Offices
--
Total Clients
17
Primary office
CORAL GABLES, FL
2121 PONCE DE LEON BLVD, SUITE 405, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.7% of total clients.
Top client categories% of clientsClients
1
HNWI
64.7%
11
2
Individuals
11.8%
2
3
Insurance Cos.
11.8%
2
4
Corporations
11.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of April 29, 2026
Discretionary93.3%
$107M
93% of total RAUM93.3%
Non-discretionary6.7%
$8M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$115M
Total Accounts17
10Y AUM Change+$4M (+3.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee17:1
10Y Employee Change-2 (-66.7%)
* 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.