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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FUTURE FINANCES INC

CRD 105190

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1537d949-39fe-aa61-2872-e4ac3326b793

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2012 to Apr 10, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $305MItem 5.F on the latest filing (2026-04-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $305M
Private client RAUM: $305MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $152Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 691
Individual clients: 91
High net worth clients: 197
SEC number: 801-16781
CRD: 105190
Filings on the tape: 19
First filed: Feb 29, 2012
Latest filed: Apr 10, 2026
Organised: Corporation, OH
Website: futurefinances.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MAX THEISEN LARSEN	n/a	COLUMBUS, OH	23	45	1	yes
BRADLEY ALLEN HUFFMAN	Certified Financial Planner	COLUMBUS, OH	23	29	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUFFMAN, BRADLEY, ALLEN	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	B	yes	01/2005	Mar 16, 2015	Mar 11, 2024
LARSEN, MAX, THEISEN	President	E	yes	08/1991	Feb 29, 2012	Mar 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FUTURE FINANCES INC	n/a	Independent wealth	$305M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$305M	$305M	4	2	0	n/a	n/a
2024	Mar 10, 2025	$272M	$272M	4	2	0	n/a	n/a
2023	Mar 11, 2024	$239M	$239M	4	2	0	n/a	n/a
2022	Mar 1, 2023	$209M	$209M	4	2	0	n/a	n/a
2021	Mar 9, 2022	$223M	$223M	4	2	0	n/a	n/a
2020	Feb 15, 2021	$188M	$188M	4	2	0	n/a	n/a
2019	Feb 11, 2020	$176M	$176M	4	2	0	n/a	n/a
2018	Mar 6, 2019	$154M	$154M	4	2	0	n/a	n/a
2017	Mar 21, 2018	$158M	$158M	4	2	0	n/a	n/a
2016	Jan 31, 2017	$142M	$140M	4	2	n/a	n/a	n/a
2015	Feb 22, 2016	$140M	$138M	4	2	n/a	n/a	n/a
2014	Mar 16, 2015	$146M	$144M	5	2	n/a	n/a	n/a
2013	Jan 31, 2014	$129M	$127M	5	2	n/a	n/a	n/a
2012	Apr 1, 2013	$108M	$105M	5	2	n/a	n/a	n/a
2011	Feb 29, 2012	$108M	$105M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$305M	$272M	11.8%	$209M	13.3%	4	4	0	0

Relationships

Affiliated with (1)

→ FUTURE FINANCES INCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (2)

← MAX THEISEN LARSENAdvisorregistration: current employment
Jan 17, 2003 to presentfactForm ADV
← BRADLEY ALLEN HUFFMANAdvisorregistration: current employment
Jan 17, 2003 to presentfactForm ADV

Controls (2)

← LARSEN, MAX, THEISENOwnerPRESIDENT, ownership code E, individual
Feb 29, 2012 to Mar 11, 2024factForm ADV
← HUFFMAN, BRADLEY, ALLENOwnerVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 16, 2015 to Mar 11, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1537d949-39fe-aa61-2872-e4ac3326b793
First observed: Feb 29, 2012
Last observed: Apr 10, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FUTURE FINANCES INC

CRD 105190

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1537d949-39fe-aa61-2872-e4ac3326b793

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MAX THEISEN LARSEN

n/a

COLUMBUS, OH

yes

BRADLEY ALLEN HUFFMAN

Certified Financial Planner

COLUMBUS, OH

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUFFMAN, BRADLEY, ALLEN

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/2005

Mar 16, 2015

Mar 11, 2024

LARSEN, MAX, THEISEN

President

yes

08/1991

Feb 29, 2012

Mar 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FUTURE FINANCES INC

n/a

Independent wealth

$305M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$305M

n/a

2024

Mar 10, 2025

$272M

n/a

2023

Mar 11, 2024

$239M

n/a

2022

Mar 1, 2023

$209M

n/a

2021

Mar 9, 2022

$223M

n/a

2020

Feb 15, 2021

$188M

n/a

2019

Feb 11, 2020

$176M

n/a

2018

Mar 6, 2019

$154M

n/a

2017

Mar 21, 2018

$158M

n/a

2016

Jan 31, 2017

$142M

$140M

n/a

2015

Feb 22, 2016

$140M

$138M

n/a

2014

Mar 16, 2015

$146M

$144M

n/a

2013

Jan 31, 2014

$129M

$127M

n/a

2012

Apr 1, 2013

$108M

$105M

n/a

2011

Feb 29, 2012

$108M

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$305M

$272M

11.8%

$209M

13.3%