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360 FINANCIAL PARTNERS, LLC
CRD 169280File 801-123075
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$206.5M
Below cohort median (national)
Discretionary AUM
$206.5M
Clients
292
539 accounts
Employees
3
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
- HTTP://WWW.360FP.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 288 | 292 | increased by4 |
| Apr 1, 2026 | AUM | $159,178,997 | $206,515,775 | increased by$47,336,778 |
| Apr 1, 2026 | Accounts | 517 | 539 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $124,361,732 | $159,178,997 | increased by$34,817,265 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 484 | 517 | increased by33 |
| Feb 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “360 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“360 FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.