Futr Family Management, LLC

Futr Family Management, LLC (CRD# 146542) is a financial advisory firm headquartered in Carlsbad, CA. They manage $4,280,053 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $713,342
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Futr Family Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Adam V. Campbell
CRD#: 4123429
2131 Palomar Airport Road, Suite 237, Carlsbad, CA 92011
96
Wealthminder
score

Adam Campbell (CRD# 4123429) is an Investment Advisor Representative working at Futr Family Management, LLC in Carlsbad, CA and has over 16 years of experience in the finance industry.

2
Neil F. Campbell
CRD#: 3144985
2131 Palomar Airport Road, Suite 200, Ms-212, Carlsbad, CA 92011
93
Wealthminder
score

Neil Campbell (CRD# 3144985) is an Investment Advisor Representative working at Futr Family Management, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry.

3
Donald R. Kuhn
CRD#: 2018244
2131 Palomar Airport Road, Suite 237, Carlsbad, CA 92011
93
Wealthminder
score

Donald Kuhn (CRD# 2018244) is an Investment Advisor Representative working at Futr Family Management, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.