M3SIXTY CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$28.7M
Discretionary
$28.7M
100% of AUM
Avg account
$7.2M
Accounts
4
Employees
6
Advisory reps
7

Firm details

Headquarters
FAIRWAY, Kansas
CRD number
323764
Registered since
June 8, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.37%
  • Individuals0.63%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

M3sixty Capital, LLC is a fee-based registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional investors and charges clients on a percentage-of-assets-under-management basis. Its stated advisory capability includes portfolio management for investment companies. The firm is not an active ESG investor, does not position itself as a pension consultant, and lists a broker-dealer affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • RICHARD YATES

    Chief Legal Officer & Chief Compliance OfficerCRD 5623893

Contacts

3 of 6
  • RANDALL LINSCOTT

    ShareholderCRD 6428438

  • ANDREW ARNOLD

    Regional DirectorCRD 3091716

  • JOHN WILLIAMS

    OwnerCRD 1865081

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FAIRWAY, KS

JOHNSON

Location

FAIRWAY, KS

Headquartered in FAIRWAY, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
4300 Shawnee Mission Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth