FUTURE CAPITAL
PRONVEST, INC. Legal Name
Adviser information for FUTURE CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 20 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 12,766 | $889.6M |
| Non-Discretionary | 2 | $72.9M |
| Total | 12,768 | $962.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12,766 | $889.6M |
| HNW Individuals | <5 | $22.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $50.2M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 649 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-60964 |
|---|---|
| SEC ERA File Number | 801-60964 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 119081 |
| Legal Entity Identifier | None |
Principal Office
1110 MARKET STREETSUITE 402
CHATTANOOGA
TN
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 423-648-1876, Fax: 888-725-8915
Chief Compliance Officer
KATY E. BLACKWELL
COUNSEL AND CHIEF COMPLIANCE OFFICER
1110 MARKET STREET
SUITE 402
CHATTANOOGA
TN
United States
Tel:
423-920-7703
Fax:
888-725-8915
K*********@***********M
(Full email address available in API data)
Regulatory Contact
JAY JUMPER
CEO/PRESIDENT
1110 MARKET STREET
SUITE 402
CHATTANOOGA
TN
United States
Tel:
4233057040
Fax:
888-725-8915
J******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JOHNSTON, JOHN, TALLY | Individual | – | SHAREHOLDER A | 07/2008 | 5-10% |
| JUMPER, JAY, COLTON | Individual | – | CEO, PRESIDENT, AND DIRECTOR | 07/2008 | 25-50% |
| GUERRY, JOHN, PEMBERTON | Individual | – | DIRECTOR, SECRETARY AND TREASURER | 07/2008 | < 5% |
| BULLARD, ROBERT, CLYDE | Individual | – | SHAREHOLDER A | 07/2008 | 5-10% |
| RELEVANCE CAPITAL III LP | Domestic Entity | – | SHAREHOLDER A | 07/2008 | 10-25% |
| CRAWFORD, CHRISTIANE, RUTH | Individual | – | DIRECTOR | 05/2020 | < 5% |
| BUTLER, MARC, ROBERT | Individual | – | DIRECTOR | 02/2020 | < 5% |
| Blackwell, Katy, E | Individual | – | COUNSEL AND CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |
| Cribbs, Richard, B | Individual | – | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 07/2021 | < 5% |