M3SIXTY CAPITAL, LLC
Firm details
- Headquarters
- FAIRWAY, Kansas
- CRD number
- 323764
- Registered since
- June 8, 2023
- Website
- m3sixty.net
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.37%
- Individuals0.63%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1RICHARD YATES
Chief Legal Officer & Chief Compliance OfficerCRD 5623893
Contacts
3 of 6RANDALL LINSCOTT
ShareholderCRD 6428438
ANDREW ARNOLD
Regional DirectorCRD 3091716
JOHN WILLIAMS
OwnerCRD 1865081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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