CAPITAL360FINANCIAL

Overview

Capital360financial operates as a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that combines portfolio management with financial planning and insurance brokerage. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio work for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. Investment behavior skews toward publicly traded equities—exchange-traded instruments are the dominant allocation—while the firm also uses third-party managers and alternative strategies to complement core equity exposure. Capital360financial does not identify as an active ESG investor and operates with a limited, concentrated client base, which drives a boutique, hands-on approach to portfolio construction and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices