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.
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SEC-registered adviser
F••••••••• R••
Legal name F••••••••• R••• L••
Latest filing Mar 30, 2026
First filing on the tape Jan 26, 2024 · 6 filings
SEC status approved since Apr 15, 2024
RAUM
$1.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.6M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.6M
derived; firm RAUM over IAPD count
Employees
9
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.6M as of Mar 30, 2026
Mar 31, 2025$462,700 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20250 then
Employees (5.A)9 as of Mar 30, 2026
Mar 31, 20255 then
Private funds: no history
RAUM +251% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $46derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +251%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- 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
- 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)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.6M100%
- Individual clients
- 35,072reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 35,072reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $1.6M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• F•••••Chartered Financial Analyst | Manchester, Nh | Apr 15, 2024 | 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
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F•••••• D•••• · President, Chief Compliance Officer, And Investment Advisor Representativecontrolsince 01/2024 · owns less than 5%
- B•••••• P••••• · Ceo Of F••••• M•••• I•••controlsince 02/2023 · owns 75% or more of F••••• M•••• I•••
Entity owners
- F••••• M•••• I••• · Parent Companydirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 8,174.0 to 35,072.0 (+329.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +2.0% (136 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, under $100M (136) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 8,174 to 35,072Mar 31, 2025 to Mar 30, 2026
- Individual clients · 8,174 to 35,072Mar 31, 2025 to Mar 30, 2026
- Employees · 5 to 9Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $462,700 to $1.6MMar 31, 2025 to Mar 30, 2026
- Individual RAUM · $462,700 to $1.6MMar 31, 2025 to Mar 30, 2026
- RAUM · $462,700 to $1.6MMar 31, 2025 to Mar 30, 2026
- Wrap assets (manager) · $462,700 to $1.6MMar 31, 2025 to Mar 30, 2026
- Accounts · 170 to 8,174Aug 13, 2024 to Mar 31, 2025
- Individual clients · 170 to 8,174Aug 13, 2024 to Mar 31, 2025
- Employees · 3 to 5Aug 13, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Aug 13, 2024 to Mar 31, 2025
- Discretionary RAUM · $9,500 to $462,700Aug 13, 2024 to Mar 31, 2025
- Individual RAUM · $9,500 to $462,700Aug 13, 2024 to Mar 31, 2025
- RAUM · $9,500 to $462,700Aug 13, 2024 to Mar 31, 2025
- Wrap assets (manager) · $9,500 to $462,700Aug 13, 2024 to Mar 31, 2025
- Accounts · 0 to 170Apr 10, 2024 to Aug 13, 2024
- Individual clients · 0 to 170Apr 10, 2024 to Aug 13, 2024
- Discretionary RAUM · $0 to $9,500Apr 10, 2024 to Aug 13, 2024
- Individual RAUM · $0 to $9,500Apr 10, 2024 to Aug 13, 2024
- RAUM · $0 to $9,500Apr 10, 2024 to Aug 13, 2024
- Wrap assets (manager) · $0 to $9,500Apr 10, 2024 to Aug 13, 2024
- Wrap assets (manager) · unset to 0.0Jan 26, 2024 to Apr 8, 2024
- Wrap assets (sponsor) · unset to 0.0Jan 26, 2024 to Apr 8, 2024
Signals
1 dated events
- F••••••••• R•• filed its initial SEC registration (Form ADV)Jan 26, 2024 · First SEC registration · fact
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
- support@futuremoney.coreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- founder@futuremoney.coreportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/futuremoneyincreportedpublic record, Form ADV, Sep 18, 2026
- Website
- futuremoney.coreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 603-812-0108reportedpublic record, Form ADV, Mar 30, 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
- $1.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026