# 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.

- CRD: 171788
- Filed as: FC360 WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171788
- AdvisorCensus page: https://advisorcensus.com/firm/fc360-wealth-management-inc-roseville-ca-171788

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> As a condition for starting and maintaining a relationship, FC360 does not impose a minimum portfolio size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $158,187,152
- Discretionary: $158,187,152
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 272 | $37,022,889 |
| High net worth individuals | 107 | $121,164,263 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fc360.com
- yelp.com/biz/fc360-roseville
- Facebook @FC360INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,355,466 | 1 | April 1, 2021 |
| October 2022 | $120,176,814 | 1 | March 28, 2022 |
| October 2023 | $100,353,333 | 1 | March 28, 2023 |
| October 2024 | $113,486,163 | 1 | March 30, 2024 |
| October 2025 | $127,103,442 | 1 | March 30, 2025 |
| October 2026 | $158,187,152 | 1 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $127,103,442 to $158,187,152 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FC360 Wealth Management, Inc. (CRD 171788): Form ADV filing data as of October 2026.