SourcingSourcing

FUTURE FINANCES INC

B55
CRD 105190·SEC 801-16781·COLUMBUS, OH
AUM
$304.6M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$914K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FUTURE FINANCES INC
CRD
105190
SEC file #
801-16781
EIN
—
DBA names
—

Economics

AUM
$304.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$153.6M → $304.6M▲ +98%
Client mix
Individuals High Net Worth197
Individuals Other91

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
futurefinances.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LARSEN, MAX, THEISEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LARSEN, MAX, THEISEN
HUFFMAN, BRADLEY, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FUTUREFINANCES.COM
Rdap Domain Creation Date
1999-12-14T00:20:18Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-14T00:20:17Z
Rdap Domain Last Changed
2022-10-14T06:53:27Z
Rdap Nameservers
Ns79.worldnic.comNs80.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1406283
Trust Company Affiliate
No

People (2)

2
LARSEN, MAX, THEISEN
IAR · Direct Owner · 87.5%
1406283
HUFFMAN, BRADLEY, ALLEN
IAR · Direct Owner · 17.5%
3005202