# Eastsound Capital Advisors, LLC

> Eastsound Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 160180
- Filed as: EASTSOUND CAPITAL ADVISORS, LLC
- Also doing business as: ADVISORS 360, CAPITAL ADVISORS 360, WESTERN FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160180
- AdvisorCensus page: https://advisorcensus.com/firm/eastsound-capital-advisors-llc-160180

## Quick answers

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

**Is Eastsound Capital Advisors, LLC registered with the SEC or a state?**
Eastsound Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 160180.

**How much does Eastsound Capital Advisors, LLC manage?**
Eastsound Capital Advisors, LLC reports $214,576,000 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have Eastsound Capital Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Eastsound Capital Advisors, LLC: Regulatory assets under management: $152,190,000 in the October 2024 data and $214,576,000 in the October 2026 data, up 41%. Total employees: 6 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eastsound Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (49); other investment advisers (3).

**Which custodians does Eastsound Capital Advisors, LLC use?**
Eastsound Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark, Charles Schwab, Interactive Brokers Corp. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Eastsound Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160180

**What changed in Eastsound Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $167,704,000 to $214,576,000 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Assetmark
- Charles Schwab
- Interactive Brokers Corp.
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $214,576,000
- Discretionary: $214,576,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $71,222,000 |
| High net worth individuals | 49 | $130,897,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,749,000 |
| Charitable organizations | Fewer than 5 | $362,000 |
| Other investment advisers | 3 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,346,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, MA, NC, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Broomfield, CO
- Lakewood, CO
- Morgan Hill, CA

### Websites listed on Form ADV (Item 1.I)
- advisors360pwm.com
- capitaladvisors360.com
- eastsoundcapitaladvisors.com
- eric-butler.com
- westernfinancialco.com
- Facebook @advisors360Founder
- Facebook @capitaladvisors360
- Instagram @advisors360.pwm
- LinkedIn @advisors360
- LinkedIn @capital-advisor-360
- LinkedIn @ericbutler1
- LinkedIn @greg-syler-226998
- LinkedIn @jpietsch
- LinkedIn @marktaylan
- LinkedIn @rob-hanna-b1712b1
- LinkedIn @willoughbyhume
- X @capadvisors360
- YouTube @advisors360pwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $152,190,000 | 6 | August 21, 2024 |
| October 2025 | $167,704,000 | 5 | July 22, 2025 |
| October 2026 | $214,576,000 | 8 | June 10, 2026 |

Regulatory assets under management: $152,190,000 in the October 2024 data and $214,576,000 in the October 2026 data, up 41%.
Total employees: 6 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $167,704,000 to $214,576,000 (+28%).

### February 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eastsound Capital Advisors, LLC (CRD 160180): Form ADV filing data as of October 2026.