Lisa Michelle Ladd
Investment adviser representative at Future Capital
18 yearsExperience
1 stateRegistered in
$2.4BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Future CapitalNov 2025 to now
- Pronvest, Inc.Aug 2008 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TN).
Future Capital
Legal name: Pronvest, LLC dba Future Capital
$2.4BAssets managed
17,093Clients
2Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5202141
- Firm CRD
- 119081