RIA · CRD 297178SEC-Registered

Updated:

Capital360Financial

CAPITAL360FINANCIAL is an SEC-registered investment adviser in SPRINGFIELD, MO. It manages approximately $2 million in regulatory assets. The firm has 1...

Capital360Financial

CAPITAL360FINANCIAL is an SEC-registered investment adviser in SPRINGFIELD, MO. It manages approximately $2 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Is Capital360Financial registered as an investment advisor?

Yes, Capital360Financial registers as an investment advisory firm with the SEC or state authorities. The specific registration details are not publicly linked to a verifiable headquarters or principal office.

What services does Capital360Financial likely offer?

Based on its name and RIA status, the firm likely provides financial planning, portfolio management, and wealth advisory services. Without confirmed marketing materials or a website, specific service offerings cannot be independently documented.

Who owns or manages Capital360Financial?

No named principals, executives, or ownership entities appear in the public record accessible through standard business databases or regulatory filings. The firm's management structure is unconfirmed.

What is the AUM of Capital360Financial?

The firm does not publicly disclose assets under management. No AUM band can be estimated from available sources.

How can one verify Capital360Financial's regulatory standing?

Interested parties can search the SEC's Investment Adviser Public Disclosure (IAPD) database using the firm's name. The firm's CRD number, if any, is not confirmed in publicly available sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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