DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Future Bright
Legal name Future Bright, LLC
Latest filing Sep 4, 2026
First filing on the tape Jul 27, 2026 · 2 filings
SEC status approved since Jul 9, 2026
RAUM
$121M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
61%
$73.2M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$30.2M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$121M as of Sep 4, 2026
Jul 27, 2026$121M then
HNW client RAUM$16.7M as of Sep 4, 2026
Jul 27, 2026$16.7M then
State-registered IARs (5.B.3)4 as of Sep 4, 2026
Jul 27, 20264 then
Employees (5.A)4 as of Sep 4, 2026
Jul 27, 20264 then
Private funds: no history
Practice profile
derived from the filing of Sep 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $30.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 99derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $167,761derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 39%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$56.5M47%
- Pension and profit-sharing plans$47.4M39%
- High-net-worth individuals$16.7M14%
- Individual clients
- 388reported
- HNW clients
- 8reported
- Pension plan clients
- 5reported
- Charitable clients
- 0reported
- Accounts
- 719reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.61 fund_share=0.0 institutional_share=0.39 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ross David Almlie | Maple Grove, Mn | May 13, 2015 | 31 y | 1 |
| Matthew Ryan Johnson | Maple Grove, Mn | Jan 22, 2019 | 20 y | 2 |
| Meagan Dee Gelinske | Maple Grove, Mn | Feb 10, 2022 | 16 y | 0 |
| Daunte Leiran | Maple Grove, Mn | Aug 29, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Patrick Joseph Moore to Cbk Financial Advisors LLCFeb 21, 2018 · RIA to a state-registered adviser
Joined, latest
- Matthew Ryan Johnson from Raymond James Financial Services Advisors, IncJan 22, 2019 · Affiliated broker-dealer or bank to independent RIA
- Patrick Joseph Moore from Northwestern Mutual Investment Services,LLCJul 15, 2015 · Other
- Ross David Almlie from Contego Capital Group, Inc.May 13, 2015 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- David Ross Almlie · Managing Member/Chief Compliance Officercontrolsince 03/2015 · owns 25% to 50%
- Ryan Matthew Johnson · Membercontrolsince 01/2019 · owns 25% to 50%
- Woody Shannon Burnell · Membersince 09/2015 · owns 25% to 50%
- Gregory Scott Sanders · Membersince 07/2019 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Maple Grove, Mn | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Sep 4, 2026institutional share of RAUM of 39% against a peer median of 0% (5676 comparable advisers, 98.0th percentile, 13.1 robust deviations)peers: independent wealth managers, $100M to $500M (5,676) · 98% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Jul 27, 2026 to Sep 4, 2026
- HQ city · MAPLE GROVE to unsetJul 27, 2026 to Sep 4, 2026
- HQ state · MN to unsetJul 27, 2026 to Sep 4, 2026
- Related adviser · false to unsetJul 27, 2026 to Sep 4, 2026
- Related bank · false to unsetJul 27, 2026 to Sep 4, 2026
- Related broker-dealer · false to unsetJul 27, 2026 to Sep 4, 2026
- Related insurance company · false to unsetJul 27, 2026 to Sep 4, 2026
- Succession · false to unsetJul 27, 2026 to Sep 4, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- office@futurebright4u.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 701-306-7631reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/futurebrightllcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- FUTUREBRIGHT4U.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (701) 306-7631reportedpublic record, Form ADV, Sep 4, 2026
- Contact form
- futurebright4u.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $30.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026