# CAPITAL360FINANCIAL

> CAPITAL360FINANCIAL is a state-registered investment advisory firm in Springfield, MO, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 4, 2024.

- CRD: 297178
- Legal name: Capital 360 Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Springfield, MO
- Filing period: October 2026
- Form ADV filing dated: November 4, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297178
- AdvisorCensus page: https://advisorcensus.com/firm/capital360financial-springfield-mo-297178

## Quick answers

**How is CAPITAL360FINANCIAL compensated?**
On its Form ADV (Item 5.E, October 2026), CAPITAL360FINANCIAL reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is CAPITAL360FINANCIAL located?**
CAPITAL360FINANCIAL's principal office is in Springfield, MO, according to its Form ADV.

**Is CAPITAL360FINANCIAL registered with the SEC or a state?**
CAPITAL360FINANCIAL is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297178.

**How much does CAPITAL360FINANCIAL manage?**
CAPITAL360FINANCIAL reports $1,792,403 in regulatory assets under management in its Form ADV filing dated November 4, 2024 (100% discretionary).

**What types of clients does CAPITAL360FINANCIAL serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does CAPITAL360FINANCIAL 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/297178

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,792,403
- Discretionary: $1,792,403
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $1,792,403 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capital360financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CAPITAL360FINANCIAL (CRD 297178): Form ADV filing data as of October 2026.