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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FUTURA ASSET ADVISORS LLC

CRD 136285

CORAL GABLES, FL

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:a8cc3222-3d70-cf2f-8265-4738358fc39f

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Aug 21, 2015 to Apr 29, 2026
20 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=0.58 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $115MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $66.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 58%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $115Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 17
Individual clients: 2
High net worth clients: 11
SEC number: 801-106591
CRD: 136285
Filings on the tape: 20
First filed: Aug 21, 2015
Latest filed: Apr 29, 2026
Organised: Limited Liability Company, FL
Website: futuraadvisors.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
EDWARD HENRY URQUIDI	n/a	CORAL GABLES, FL	20	34	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MIGDAL ETP (SERIES 461) NOTES DUE 2041	Other Private Fund	$13.6M	Nov 20, 2024	6	Mar 22, 2022	reported	n/a
GALIL ETP (SERIES 463) NOTES DUE 2041	Other Private Fund	$10.3M	Nov 20, 2024	1	Mar 22, 2022	reported	n/a
CARMEL ETP (SERIES 464) NOTES DUE 2041	Other Private Fund	$9.5M	Nov 20, 2024	2	Mar 22, 2022	reported	n/a
MASSADA ETP (SERIES 462) NOTES DUE 2041	Other Private Fund	$9.3M	Mar 28, 2023	1	Mar 22, 2022	dropped	n/a

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
URQUIDI, EDWARD, HENRY	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	05/2005	Aug 21, 2015	Nov 20, 2024

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 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$115M	$107M	1	1	0	n/a	n/a
2024	Apr 23, 2025	$297M	$284M	2	2	1	3	n/a
2023	Mar 20, 2024	$311M	$305M	2	2	0	3	$33.5M
2022	Mar 28, 2023	$443M	$416M	2	2	0	4	$38.0M
2021	Mar 22, 2022	$390M	$370M	3	3	0	4	$21.6M
2020	Mar 31, 2021	$187M	$137M	4	3	0	n/a	n/a
2019	Mar 12, 2020	$185M	$128M	4	3	0	n/a	n/a
2018	Mar 12, 2019	$145M	$93.0M	3	2	0	n/a	n/a
2017	Mar 15, 2018	$125M	$107M	3	2	0	n/a	n/a
2016	Mar 28, 2017	$111M	$111M	3	3	n/a	n/a	n/a
2015	Mar 23, 2016	$111M	$111M	3	3	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	1

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	$115M	$297M	-61.3%	$443M	-36.2%	1	2	0	1

Relationships

Advises (4)

→ CARMEL ETP (SERIES 464) NOTES DUE 2041Private fundOther Private Fund, IA
Mar 22, 2022 to presentfactForm ADV
→ MIGDAL ETP (SERIES 461) NOTES DUE 2041Private fundOther Private Fund, IA
Mar 22, 2022 to presentfactForm ADV
→ GALIL ETP (SERIES 463) NOTES DUE 2041Private fundOther Private Fund, IA
Mar 22, 2022 to presentfactForm ADV
→ MASSADA ETP (SERIES 462) NOTES DUE 2041Private fundOther Private Fund, IA, no longer reported
Mar 22, 2022 to Mar 28, 2023factForm ADV

Registered with (3)

← EDWARD HENRY URQUIDIAdvisorregistration: current employment
Oct 3, 2005 to presentfactForm ADV
← JOSE JACOBO FINKELSTEINAdvisorregistration: previous registration
Mar 2, 2021 to Aug 26, 2025factForm ADV
← JUAN LORENZO DE LA GARZAAdvisorregistration: previous registration
Jan 24, 2013 to Mar 16, 2021factForm ADV

Controls (1)

← URQUIDI, EDWARD, HENRYOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 21, 2015 to Nov 20, 2024factForm ADV

Dated events

Occurred
Mar 23, 2026
Regulatory AUM changed
Futura Asset Advisors Llc reported RAUM $114.8M, down 61% from $296.6M (2025-09-02 to 2026-03-23)
Form ADVobserved 5 days ago
$-182M
Occurred
Aug 26, 2025
Advisor changed firm
Jose Jacobo Finkelstein left Futura Asset Advisors Llc for Activest Wealth Management, Llc (registered 2025-06-03)
Form ADVobserved 5 days ago
Occurred
Nov 20, 2024
Control person left
Catalina Rey De Sa (Chief Compliance Officer) no longer on Schedule A of Futura Asset Advisors Llc (listed 2024-03-20, absent 2024-11-20)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2024
Regulatory AUM changed
Futura Asset Advisors Llc reported RAUM $310.7M, down 30% from $442.9M (2023-03-28 to 2024-03-20)
Form ADVobserved 5 days ago
$-132M
Occurred
Mar 22, 2022
Regulatory AUM changed
Futura Asset Advisors Llc reported RAUM $390.2M, up 108% from $187.2M (2021-03-31 to 2022-03-22)
Form ADVobserved 5 days ago
$203M
Occurred
Mar 12, 2019
Control person joined
Catalina Rey De Sa (Chief Compliance Officer) appeared on Schedule A of Futura Asset Advisors Llc
Form ADVobserved 5 days ago
Occurred
Aug 21, 2015
First Form ADV filing
Futura Asset Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8cc3222-3d70-cf2f-8265-4738358fc39f
First observed: Aug 21, 2015
Last observed: Apr 29, 2026 4 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.

FUTURA ASSET ADVISORS LLC

CRD 136285

CORAL GABLES, FL

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:a8cc3222-3d70-cf2f-8265-4738358fc39f

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD HENRY URQUIDI

n/a

CORAL GABLES, FL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MIGDAL ETP (SERIES 461) NOTES DUE 2041

Other Private Fund

$13.6M

Nov 20, 2024

Mar 22, 2022

reported

n/a

GALIL ETP (SERIES 463) NOTES DUE 2041

Other Private Fund

$10.3M

Nov 20, 2024

Mar 22, 2022

reported

n/a

CARMEL ETP (SERIES 464) NOTES DUE 2041

Other Private Fund

$9.5M

Nov 20, 2024

Mar 22, 2022

reported

n/a

MASSADA ETP (SERIES 462) NOTES DUE 2041

Other Private Fund

$9.3M

Mar 28, 2023

Mar 22, 2022

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

URQUIDI, EDWARD, HENRY

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

05/2005

Aug 21, 2015

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$115M

$107M

n/a

2024

Apr 23, 2025

$297M

$284M

n/a

2023

Mar 20, 2024

$311M

$305M

$33.5M

2022

Mar 28, 2023

$443M

$416M

$38.0M

2021

Mar 22, 2022

$390M

$370M

$21.6M

2020

Mar 31, 2021

$187M

$137M

n/a

2019

Mar 12, 2020

$185M

$128M

n/a

2018

Mar 12, 2019

$145M

$93.0M

n/a

2017

Mar 15, 2018

$125M

$107M

n/a

2016

Mar 28, 2017

$111M

n/a

2015

Mar 23, 2016

$111M

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

$115M

$297M

-61.3%

$443M

-36.2%