360 AVIATION ADVISORS, LLC

Overview

360 Aviation Advisors, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates on a fee model that combines a percentage-of-AUM overlay with fixed-fee engagements. Its client base is concentrated — boutique in scale — and the advisory activity centers on standard wealth management services rather than institutional consulting or multi-state pension work. The firm does not identify as an active ESG investor and does not present itself as a capital allocator to private funds. Investment practice is centered on pooled public vehicles rather than direct private placements. Custody and trading are routed through a single primary custodian, and the firm’s asset mix shows a heavy tilt toward mutual funds and other public funds as the primary vehicle for client exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices