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Capital360Financial
Capital360Financial, LLC is a fiduciary financial planning and wealth management firm that specializes in serving high-net-worth and ultra-high-net-worth...
Overview
Capital360Financial, LLC is a fiduciary financial planning and wealth management firm that specializes in serving high-net-worth and ultra-high-net-worth individuals and families, while also supporting clients seeking planning-only solutions. Its all-in-one approach combines strategic financial planning, proactive investment management, estate planning, and risk management. Charles Schwab and Interactive Brokers are its trusted custodians, and it offers stocks, bonds, mutual funds, annuities, alternatives, and tax-efficient account types.
General information
Firm type
RIA
Location
Country
United States
City
Springfield
Principals
Shuyang Balazi
Senior Fiduciary Wealth Management Advisor and senior portfolio manager
Shuyang Balazi
President/Senior Fiduciary Wealth Management Advisor
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 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.
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