MOUNT PLEASANT, SCCRD 169280Latest ADV March 6, 2026
360 Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated March 6, 2026, reports $207M in regulatory assets under management, 3 employees, and 539 accounts.
Assets Under Management
$207M
Employees
3
Offices
--
Total Clients
292
Primary office
MOUNT PLEASANT, SC
1081 JOHNNIE DODDS BLVD., STE 100, MOUNT PLEASANT, SC, United States
Top client segmentIndividuals represent 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
211
2
HNWI
25.3%
74
3
Corporations
1.4%
4
4
Pension Plans
0.7%
2
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 6, 2026
Discretionary100.0%
$207M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$207M
Total Accounts539
10Y AUM Change+$90M (+76.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee97:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.