AdvisorCensus / Financial advisors / California / Sacramento / FC360 Wealth Management, Inc.
FC360 Wealth Management, Inc. is an SEC-registered investment advisory firm in Roseville, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is FC360 Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), FC360 Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is FC360 Wealth Management, Inc. located?
FC360 Wealth Management, Inc.'s principal office is in Roseville, CA, according to its Form ADV.
Is FC360 Wealth Management, Inc. registered with the SEC or a state?
FC360 Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 171788.
How much does FC360 Wealth Management, Inc. manage?
FC360 Wealth Management, Inc. reports $158,187,152 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have FC360 Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for FC360 Wealth Management, Inc.: Regulatory assets under management: $107,355,466 in the October 2021 data and $158,187,152 in the October 2026 data, up 47%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does FC360 Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (272); high net worth individuals (107).
Does FC360 Wealth Management, Inc. 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/171788
Does FC360 Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "As a condition for starting and maintaining a relationship, FC360 does not impose a minimum portfolio size."
What changed in FC360 Wealth Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $127,103,442 to $158,187,152 (+24%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
As a condition for starting and maintaining a relationship, FC360 does not impose a minimum portfolio size.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$158,187,152 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $158,187,152 | 1 | March 25, 2026 |
| October 2025 | $127,103,442 | 1 | March 30, 2025 |
| October 2024 | $113,486,163 | 1 | March 30, 2024 |
| October 2023 | $100,353,333 | 1 | March 28, 2023 |
| October 2022 | $120,176,814 | 1 | March 28, 2022 |
| October 2021 | $107,355,466 | 1 | April 1, 2021 |
Regulatory assets under management: $107,355,466 in the October 2021 data and $158,187,152 in the October 2026 data, up 47%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $127,103,442 to $158,187,152 (+24%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. FC360 Wealth Management, Inc. (CRD 171788): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fc360-wealth-management-inc-roseville-ca-171788