364 Investing, LLC

Overview

364 Investing, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. It also operates as an insurance broker, which suggests integration of insurance products into client planning. The adviser uses multiple fee arrangements — percentage of assets under management, hourly, fixed fees and occasional performance-based fees — indicating flexibility in client billing and the ability to structure bespoke engagements. Regulatory and business attributes in the filing show the firm is not a multi-state adviser, is not positioned as a capital allocator to third-party managers, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives