Data / Investment advisers / South Carolina / 360 Financial Partners, LLC
360 Financial Partners, LLC, Mount Pleasant, SC: $207 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
360 Financial Partners, LLC is an SEC registered investment adviser with its main office in Mount Pleasant, South Carolina and reports $207 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch 360 Financial Partners, LLC (CRD number 169280): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 169280
- SEC file number
- 801-123075
- SEC status
- Approved, effective January 19, 2022
- Main office
- 1081 Johnnie Dodds Blvd. Ste 100, Mount Pleasant, SC 29464
- Phone
- (843) 216-1077
- Regulatory AUM
- $206,515,775 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $206,515,775
- Accounts
- 539
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $140.1 million |
| Individuals (other than high net worth individuals) | 211 | $61 million |
| Corporations or other businesses | 4 | $4.6 million |
| Pension and profit sharing plans | 2 | $751,341 |
| Charitable organizations | 1 | $43,321 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $206.5 million | March 6, 2026 |
| December 1, 2025 | $159.2 million | February 21, 2025 |
Other advisers in Mount Pleasant
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Apollon Wealth Management, LLC | Mount Pleasant | $11.56 billion | 4 | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | Not listed | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | $395.8 million | Not listed | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | Not listed | adviserinfo.sec.gov |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million | Not listed | adviserinfo.sec.gov |
| Imprint Wealth LLC | Mount Pleasant | $131.6 million | Not listed | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | $125 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mount Pleasant, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- 360 Financial Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.