Pronvest, Llc Dba Future Capital
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 119081
· SEC file 801-60964
· Chattanooga, TN
· www.linkedin.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $2.0B
- Discretionary
- $1.9B
- Clients
- 15,521
- Avg AUM / client
- $130K
- Accounts
- 15,521
- Employees
- 30
AUM over time
$502M
$2.0B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15,519 | $1.9B | 95.6% |
| High net worth individuals | 1 | $24.3M | 1.2% |
| Insurance companies | 1 | $64.7M | 3.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bullard, Robert, Clyde | Shareholder A | Jul 2008 (18y) | 5% – 10% | |
| Guerry, John, Pemberton | Director, Secretary And Treasurer | Jul 2008 (18y) | Less than 5% | |
| Johnston, John, Tally | Shareholder A | Jul 2008 (18y) | 5% – 10% | |
| Jumper, Jay, Colton | Ceo, President, And Director | Jul 2008 (18y) | 25% – 50% | |
| Marc Butler | Director | Feb 2020 (7y) | Less than 5% | |
| Crawford, Christiane, Ruth | Director | May 2020 (6y) | Less than 5% | |
| Cribbs, Richard, B | Executive Vice President And Chief Financial Officer | Jul 2021 (5y) | Less than 5% | |
| Blackwell, Katy, E | Counsel And Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Henrique Donati Ribeiro | Registered representative | Aug 2024 (2y) | ||
| Lisa Michelle Ladd | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Relevance Capital Iii Lp | Shareholder A | Jul 2008 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (30)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bost, Inc. 401(k) Retirement Plan | Bost, Inc. | 595 | $9.2M | 07/01/2024 |
| Darling Industries Inc. Employees 401 K Plan | Darling Industries Inc. | 212 | $12.5M | 04/01/2024 |
| Zink Distributing Company 401 K Retirement Plan | Zink Distributing Company Llc | 133 | $12.8M | 01/01/2024 |
| Golding Barge Line, Inc. 401(k) Plan | Golding Barge Line, Inc. | 324 | $16.7M | 01/01/2024 |
| Insperity Corporate 401 K Plan | Insperity Holdings, Inc. | 4,616 | $647M | 01/01/2024 |
| Greeley County Health Services Inc. Tax Deferred Annuity Plan | Greeley County Health Services Inc. | 119 | $5.5M | 01/01/2024 |
| Insperity 401 K Plan | Insperity Holdings, Inc. | 177,974 | $9.4B | 01/01/2024 |
| American United Life Progress Sharing Plan And Trust | American United Life Insurance Company | 1,826 | $538M | 01/01/2024 |
| Old Hickory Clay Co., Inc. 401 K Profit Sharing Plan And Trust | Old Hickory Clay Company, Inc. | 119 | $10.2M | 01/01/2024 |
| Russell Regional Hospital 401 K Plan | West Central Kansas Association | 169 | $5.3M | 01/01/2024 |
| Great Plains Health Alliance Employees Pension Plan | Great Plains Health Alliance | 867 | $65.9M | 01/01/2024 |
| Great Plains Health Alliance Tax Deferred Annuity Plan | Great Plains Health Alliance | 1,019 | $37.9M | 01/01/2024 |
| Credit Bureau Systems, Inc. 401(k) Plan | Credit Bureau Systems, Inc. | 194 | $4.3M | 01/01/2024 |
| Dsi Holding Usa Inc. Profit Sharing And Retirement Plan | Dsi Holding Usa Inc. | 207 | $31.9M | 01/01/2024 |
| Medicraft, Inc. 401(k) Profit Sharing Plan | Medicraft, Inc. | 113 | $30.0M | 01/01/2024 |
| Clarity Child Guidance Center 403 B Plan | Clarity Child Guidance Center | 317 | $10.4M | 01/01/2024 |
| Hub International Puerto Rico, Inc. Retirement Plan | Hub International Puerto Rico, Inc. | 117 | $9.9M | 01/01/2024 |
| Recon 401 K Plan | Recon Management Services Inc. | 680 | $60.7M | 01/01/2024 |
| Buyers Barricades, Inc. 401(k) Plan | Buyers Barricades, Inc. | 254 | $4.7M | 01/01/2024 |
| Rice Companies Profit Sharing Plan | D. E. Rice Contruction Co. Inc. | 232 | $6.8M | 01/01/2024 |
| Aon Risk Services Of Pr, Inc. 1081.01(d) Plan | Aon Risk Services Of Pr, Inc. | 65 | $9.7M | 01/01/2024 |
| Monroe University, Ltd Retirement Savings Plan | Monroe University, Ltd | 940 | $101M | 01/01/2024 |
| Community Memorial Healthcare Inc. Employees Pension Plan | Community Memorial Healthcare Inc. | 182 | $10.2M | 01/01/2024 |
| Aireko Construction Corp. Coda Profit Sharing Plan | Aireko Construction Corp. | 337 | $2.7M | 01/01/2024 |
| Community Memorial Healthcare Inc. Tax Deferred Annuity Plan | Community Memorial Healthcare Inc. | 205 | $14.0M | 01/01/2024 |
Top 25 of 30 plans by assets.
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 917 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/30/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗