Pronvest Inc. DBA Future Capital
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-7 YoYRank #1792 of mapped providers
Assets under administration$10.1B0.0%Market share · rank #1186
Fees received$380,677Median $11,099/planSum across Schedule C direct + indirect
Net wins YoY-70 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Pronvest Inc. DBA Future Capital plan look like?
Service mix · median fees per plan
Count of plans where Pronvest Inc. DBA Future Capital ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 4 | $38,568 | |
Investment management fees paid directly by planCode 51 | 4 | $13,595 | |
Investment managementCode 28 | 1 | $11,096 |
Competitor overlap
Percent of Pronvest Inc. DBA Future Capital's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Pronvest Inc. DBA Future Capital.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Pronvest Inc. DBA Future Capital; not this year.
| Sponsor | To | Assets |
|---|---|---|
DXP ENTERPRISES, INC.TX · 760509661-002 | Strategic Advisers | $209M |
MONROE COLLEGE, LTD.NY · 132501225-002 | OneAscent Financial Services | $91M |
MEDICRAFT, INC.GA · 581944756-001 | OneAscent Financial Services | $26M |
GOLDING BARGE LINE, INC.MS · 640940205-001 | OneAscent Financial Services | $14M |
DARLING INDUSTRIES INC.AZ · 860574120-001 | OneAscent Financial Services | $10M |
BOST, INC.AR · 710539738-001 | First National Bank | $8M |
SUPERMERCADO FACUNDO, INC.PR · 660323091-001 | Benefit Plans Administrative Services Inc. | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INSPERITY HOLDINGS, INC.TX · 760178498-001 | $9.4B | 231,912 | $224,975 | 10y | 1 |
INSPERITY HOLDINGS, INC.TX · 760178498-004 | $647M | 6,117 | $66,036 | 10y | 1 |
WESLEY HALL FURNITURE, INC.NC · 561642631-001 | $11M | 284 | $21,553 | 7y | 1 |
TOP FLIGHT, INC.TN · 620119360-003 | $10M | 120 | $8,640 | 10y | 2 |
LLOYD & MCDANIEL PLLCKY · 610861142-001 | $9M | 253 | $10,089 | 10y | - |
CARLTON GROUP, INC.NC · 560491507-002 | $9M | 160 | $18,013 | 3y | 1 |
HOLY ANGELS, INC.NC · 510230406-001 | $6M | 593 | $9,176 | 10y | - |
WESTERN ARKANSAS COUNSELING & GUIDANCE CENTER, INC.AR · 237015826-002 | $5M | 266 | $11,096 | 9y | 1 |
EDP UNIVERSITY OF PUERTO RICO, INC.PR · 660277132-001 | $3M | 447 | $11,099 | 4y | 2 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into Pronvest Inc. DBA Future Capital.
- GREGORY P BURGE CO II LLC
- GREGORY P BURGE II LLC
- PRO N VEST
- PRO-NVEST
- PROINVEST
- PRON VEST
- PRONVEST
- PRONVEST INC
- PRONVEST INC DBA FUTURE CAPITAL
- PRONVEST INC.
- PRONVEST INC. DBA FUTURE CAPITAL
- PRONVEST, INC
- PRONVEST, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Pronvest Inc. DBA Future Capital's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 4 | 44.44% | 1.71% | +42.73 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 44.44% | 1.76% | +42.69 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Pronvest Inc. DBA Future Capital. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Pronvest Inc. DBA Future Capital's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| EY | 2 | 22.2% |
| Smith Graham & Co. | 2 | 22.2% |