RIA Intel›Advisers›Missouri›CAPITAL 360 FINANCIAL, LLC

CAPITAL 360 FINANCIAL, LLC

Advisory

SPRINGFIELD, MO

Data as of Nov 4, 2024 · Source: SEC Form ADV

Average account

$128K

across 14 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 4, 2024.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

HARRIS, STEPHEN PAUL

$2M

CARROLL WEALTH MANAGEMENT INC.

CHESTERFIELD, MO

$2M

MONEY CONSULTANTS ADVISORY, INC.

$2M

CROWN INVESTMENT ADVISORS, INC.

ST.LOUIS, MO

$2M

THE WEALTH COLLABORATIVE LLC

$1M

FULTON JOSEPH WOOD JR.

$1M

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