360 FINANCIAL PARTNERS, LLC

CRD 169280File 801-123075

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$206.5M

Below cohort median (national)

Discretionary AUM

$206.5M

Clients

292

539 accounts

Employees

Below cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 19, 2022
Principal office: 1081 JOHNNIE DODDS BLVD., STE 100, MOUNT PLEASANT, SC, 29464
Phone: 843-216-1077
Website: https://www.facebook.com/360-Financial-Partners-170349262980508

Assets & accounts

ADV Item 5F

Total regulatory AUM: $206.5M
Discretionary AUM: $206.5M
Non-discretionary AUM: $0
Discretionary accounts: 539
Non-discretionary accounts: 0
Total accounts: 539
AUM per client: $707K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.6M
Charitable organizations	Fewer than 5	$43K
High net worth individuals	74	$140.1M
Pension and profit sharing plans	Fewer than 5	$751K
Individuals (other than high net worth individuals)	211	$61.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.