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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

FUTURE BENEFITS INC

CRD 107620

CHESHIRE, CT

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:aac85c8b-dc41-0e03-2638-9ac1598e07f2

Data as of Jan 23, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2012 to Jan 23, 2019
11 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $738MItem 5.F on the latest filing (2019-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $383MderivedItem 5.D individuals plus high net worth individuals
Private client share: 52%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 486
Individual clients: 403
High net worth clients: 5
Custody, client assets: $61.7M
SEC number: 801-44801
CRD: 107620
Filings on the tape: 11
First filed: Feb 21, 2012
Latest filed: Jan 23, 2019
Organised: Corporation, Connecticut

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
GRENHAM, KEVIN, WILLIAM	President	C	yes	11/1987	Feb 21, 2012	Jan 23, 2019
HITEN, THOMAS, ROYLE	CHIEF COMPLIANCE OFFICER,CFO,TREASURER	C	yes	11/1987	Feb 21, 2012	Jan 23, 2019
DORAN, WILLIAM, CHARLES	VICE PRESIDENT	B	no	05/1989	Feb 21, 2012	Jan 23, 2019

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Jan 23, 2019	$738M	$0	4	4	0	n/a	n/a
2017	Feb 14, 2018	$688M	$0	4	4	0	n/a	n/a
2016	Jan 31, 2017	$612M	$0	4	4	n/a	n/a	n/a
2015	Jan 26, 2016	$558M	$0	4	4	n/a	n/a	n/a
2014	Feb 9, 2015	$559M	$0	5	4	n/a	n/a	n/a
2013	Feb 3, 2014	$524M	$0	5	4	n/a	n/a	n/a
2012	Feb 19, 2013	$462M	$0	5	4	n/a	n/a	n/a
2011	Feb 21, 2012	$433M	$0	n/a	n/a	n/a	n/a	n/a

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
2018	$738M	$688M	7.3%	$558M	9.8%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Onedigital	3	Dec 31, 2019	May 7, 2019	CHESHIRE, CT	Firm absorbed	Other	100.0%

Relationships

Controls (2)

← GRENHAM, KEVIN, WILLIAMOwnerPRESIDENT, ownership code C, individual
Feb 21, 2012 to presentfactForm ADV
← HITEN, THOMAS, ROYLEOwnerCHIEF COMPLIANCE OFFICER,CFO,TREASURER, ownership code C, individual
Feb 21, 2012 to presentfactForm ADV

Owns (1)

← DORAN, WILLIAM, CHARLESOwnerVICE PRESIDENT, ownership code B, individual
Feb 21, 2012 to presentfactForm ADV

Registered with (4)

← KEVIN WILLIAM GRENHAMAdvisorregistration: previous registration
Sep 11, 1992 to Dec 31, 2019factForm ADV
← WILLIAM CHARLES DORANAdvisorregistration: previous registration
Jan 21, 1993 to Dec 31, 2019factForm ADV
← David Shaun HunterAdvisorregistration: previous registration
Nov 16, 2018 to Dec 31, 2019factForm ADV
← BRIAN DAVID WILLIAMSAdvisorregistration: previous registration
Mar 10, 2011 to Oct 17, 2018factForm ADV

Moved with (1)

→ ONEDIGITALRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2019 to May 7, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aac85c8b-dc41-0e03-2638-9ac1598e07f2
First observed: Feb 21, 2012
Last observed: Jan 23, 2019 93 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 BENEFITS INC

CRD 107620

CHESHIRE, CT

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:aac85c8b-dc41-0e03-2638-9ac1598e07f2

Data as of Jan 23, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRENHAM, KEVIN, WILLIAM

President

yes

11/1987

Feb 21, 2012

Jan 23, 2019

HITEN, THOMAS, ROYLE

CHIEF COMPLIANCE OFFICER,CFO,TREASURER

yes

11/1987

Feb 21, 2012

Jan 23, 2019

DORAN, WILLIAM, CHARLES

VICE PRESIDENT

05/1989

Feb 21, 2012

Jan 23, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Jan 23, 2019

$738M

n/a

2017

Feb 14, 2018

$688M

n/a

2016

Jan 31, 2017

$612M

n/a

2015

Jan 26, 2016

$558M

n/a

2014

Feb 9, 2015

$559M

n/a

2013

Feb 3, 2014

$524M

n/a

2012

Feb 19, 2013

$462M

n/a

2011

Feb 21, 2012

$433M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$738M

$688M

7.3%

$558M

9.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Onedigital

Dec 31, 2019

May 7, 2019

CHESHIRE, CT

Firm absorbed

Other

100.0%