# Future U Financial Inc.

> Future U Financial Inc. is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 309468
- Filed as: FUTURE U FINANCIAL INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309468
- AdvisorCensus page: https://advisorcensus.com/firm/future-u-financial-inc-309468

## Quick answers

**How is Future U Financial Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Future U Financial Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Future U Financial Inc. registered with the SEC or a state?**
Future U Financial Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309468.

**How much does Future U Financial Inc. manage?**
Future U Financial Inc. reports $50,450,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (1% discretionary).

**What types of clients does Future U Financial Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (5); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Future U Financial Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309468

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,450,000
- Discretionary: $450,000
- Non-discretionary: $50,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $8 |
| High net worth individuals | 7 | $5 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $450,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $49,999,987 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- futureufinancial.com
- LinkedIn @future-u-financial-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Future U Financial Inc. (CRD 309468): Form ADV filing data as of October 2026.