# B365INVEST

> B365INVEST is a state-registered investment advisory firm in San Antonio, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 337742
- Legal name: B365INVEST LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337742
- AdvisorCensus page: https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742

## Quick answers

**How is B365INVEST compensated?**
On its Form ADV (Item 5.E, October 2026), B365INVEST reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is B365INVEST located?**
B365INVEST's principal office is in San Antonio, TX, according to its Form ADV.

**Is B365INVEST registered with the SEC or a state?**
B365INVEST is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337742.

**How much does B365INVEST manage?**
B365INVEST reports $0 in regulatory assets under management in its Form ADV filing dated August 5, 2026.

**Does B365INVEST report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337742

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- b365invest.com
- LinkedIn @b365invest
- X @B365Invest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B365INVEST (CRD 337742): Form ADV filing data as of October 2026.