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Donna Marie Dodrill

Future Capital Management Inc.

Windsor, CO

Castle Rock, CO

CRD 8029196

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Employer firm

Future Capital Management Inc. CRD 324378

$78.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Future Capital Management Inc.

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-08
  • CO RA
    APPROVED
    Since 2025-01-08

Branch Locations

Windsor, CO • United States

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cobalt Realty, Ltd Lafayette CO 02/2014 Present
  • 02/2014 → Present
    Cobalt Realty, Ltd
    Lafayette, CO
Other Businesses

Cobalt Realty, LTD Investment Related 1345 Plaza Court North Suite 3A, Lafayette, CO 80027 Real Estate Broker Associate Started in 2/2014 60 Hours a month Help with brokering real estate transaction.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-28
  • S65 Uniform Investment Adviser Law Examination
    2023-06-28
Other Names
  • Donna Ness

View on SEC IAPD

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