{
  "crd_number": 329835,
  "slug": "futuremoney-ria-manchester-nh-329835",
  "primary_business_name": "FUTUREMONEY RIA",
  "legal_name": "FUTUREMONEY RIA, LLC",
  "dbas": [],
  "city": "Manchester",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "31700",
  "metro": {
    "cbsa_code": "31700",
    "common_name": "Manchester",
    "msa_name": "Manchester-Nashua, NH",
    "path": "/advisors/nh/manchester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1622144.0,
  "raum_discretionary": 1622144.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 9,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1622144.0,
      "count": 35072
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/people/FutureMoney/100089759665735",
    "https://futuremoney.co",
    "https://instagram.com/futuremoneyco",
    "https://instagram.com/moneywithkendall",
    "https://linkedin.com/company/futuremoneyinc",
    "https://reddit.com/user/futuremoney",
    "https://tiktok.com/@futuremoneyco",
    "https://tiktok.com/@moneywithkendall"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329835",
  "city_as_filed": "MANCHESTER",
  "url": "https://advisorcensus.com/firm/futuremoney-ria-manchester-nh-329835",
  "display_name": "Futuremoney RIA",
  "summary": "Futuremoney RIA is an SEC-registered investment advisory firm in Manchester, NH, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Futuremoney RIA (CRD 329835): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Futuremoney RIA compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Futuremoney RIA reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Futuremoney RIA located?",
      "a": "Futuremoney RIA's principal office is in Manchester, NH, according to its Form ADV."
    },
    {
      "q": "Is Futuremoney RIA registered with the SEC or a state?",
      "a": "Futuremoney RIA is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329835."
    },
    {
      "q": "How much does Futuremoney RIA manage?",
      "a": "Futuremoney RIA reports $1,622,144 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Futuremoney RIA's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Futuremoney RIA: Regulatory assets under management: $9,500 in the October 2024 data and $1,622,144 in the October 2026 data, up 16975%. Total employees: 3 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Futuremoney RIA serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35,072)."
    },
    {
      "q": "Does Futuremoney RIA report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329835"
    },
    {
      "q": "What changed in Futuremoney RIA's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $462,700 to $1,622,144 (+251%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9500.0,
      "total_employees": 3,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 462700.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1622144.0,
      "total_employees": 9,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $462,700 to $1,622,144 (+251%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/futuremoney-ria-manchester-nh-329835.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35072,
      "fewer_than_5": false,
      "raum": 1622144.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329835",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
