{"url":"https://nivawealth.com/firms/pronvest-llc-dba-future-capital-119081","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/119081","regulatoryAum":2420474566,"crd":"119081","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5202141","suffix":null,"lastName":"LADD","firstName":"LISA","middleName":"MICHELLE"},{"crd":"7965960","suffix":null,"lastName":"Ribeiro","firstName":"Henrique","middleName":"Donati"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-13","regulatoryAum":1255676836,"clients":23634,"employees":22,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":801403695,"clients":11548,"employees":21,"offices":1},{"filedOn":"2023-04-03","regulatoryAum":779625913,"clients":12398,"employees":21,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":962529153,"clients":12768,"employees":24,"offices":1},{"filedOn":"2025-04-01","regulatoryAum":1026484502,"clients":12714,"employees":22,"offices":1},{"filedOn":"2026-09-22","regulatoryAum":2420474566,"clients":17093,"employees":30,"offices":1}],"secFileNumber":"801-60964","legalName":"Pronvest, 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2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058678","versionId":1058678,"submittedOn":"2026-09-22"}]},"custodians":[],"custodyNote":"ProNvest, LLC dba Future Capital has custody of $1.3B in client assets for 4,995 clients.","otherCustodians":[],"leadership":[{"name":"Jay Jumper","title":"CEO, President, and Director","crd":"1607969"},{"name":"Jeffery Stephens","title":"Chief Financial Officer","crd":"8346542"},{"name":"Hannah Wilson","title":"Chief Operating Officer, Chief Compliance Officer","crd":"7457175"}],"ownership":[{"label":"PNV Holdings, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since May 2025."},{"label":"Jay Jumper","detail":"Indirect owner: a owner of PNV Holdings, Inc. in the 25% to 50% band and a control person, since May 2025.","parent":"PNV Holdings, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"1110 Market Street, Suite 402","city":"Chattanooga","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-871-5711","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":96}],"privateFunds":0},"sources":{"adv1FilingDate":"22 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/119081/PDF/119081.pdf","brochureDate":"22 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058678","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does ProNvest, LLC dba Future Capital have?","answer":"ProNvest, LLC dba Future Capital has 17,093 clients and manages $2.42 billion for them, as of September 2026. They include 17,091 individual clients, 1 high-net-worth individual and 1 insurance company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ProNvest, LLC dba Future Capital offer?","answer":"ProNvest, LLC dba Future Capital provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does ProNvest, LLC dba Future Capital have?","answer":"ProNvest, LLC dba Future Capital has 2 investment adviser representatives registered with state securities authorities, out of 30 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ProNvest, LLC dba Future Capital invest in?","answer":"At the end of its last fiscal year, ProNvest, LLC dba Future Capital’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs) and 4% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ProNvest, LLC dba Future Capital?","answer":"ProNvest, LLC dba Future Capital is owned through a holding company by Jay Jumper. Its direct owner is PNV Holdings, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ProNvest, LLC dba Future Capital get paid?","answer":"ProNvest, LLC dba Future Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact ProNvest, LLC dba Future Capital?","answer":"ProNvest, LLC dba Future Capital’s main office is at 1110 Market Street, Suite 402, Chattanooga, TN 37402. Its phone number is 888-871-5711. Its website is futurecapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}