Wealth manager, independent · Mount Pleasant, SC
360 Financial Partners, LLC
SEC-registered investment adviser · CRD 169280 · SEC 801-123075
At a glance
360 Financial Partners, LLC is an SEC-registered investment adviser based in Mount Pleasant, South Carolina, with $207 million in regulatory assets under management as of its Form ADV filed March 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 285 individual clients. By Form ADV it is a wealth manager, ranked 5,706th of 8,915 wealth managers and 12,084th of 17,210 SEC-registered advisers by assets.
Main office 843-216-1077360fp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $207M
- Rank among wealth managers
- #5,706 of 8,915
- Rank among all SEC RIAs
- #12,084 of 17,210
- Rank in South Carolina
- #77 of 116
- Individual clients
- 285
- High-net-worth clients
- 74
- Accounts
- 539
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Dustin J. HughesManaging Member & Chief Compliance Officer
- Randall D. TeegardinManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
360 Financial Partners, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed March 2026) names Stonex Securities and Stonex Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
tative at 360 Financial Partners also serves as a registered representative of StoneX Securities Inc., which is a broker-dealer and affiliate of StoneX Financial Inc.; however, 360 Financial Partners is not affiliated with StoneX Financial
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 74 | $140M | 68% |
| Individuals | 211 | $61M | 30% |
| Corporations or other businesses | 4 | $5M | 2% |
| Pension and profit sharing plans | 2 | $1M | <1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
360 Financial Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗360fp.com ↗
AtlasMembers
The full record on 360 Financial Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 6,034 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does 360 Financial Partners, LLC manage?
360 Financial Partners, LLC reports $207 million in regulatory assets under management across 539 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 6, 2026.
What kind of firm is 360 Financial Partners, LLC?
360 Financial Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are 360 Financial Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($140 million, 74 clients); individuals ($61 million, 211 clients); corporations or other businesses ($5 million, 4 clients).
Does 360 Financial Partners, LLC have any disciplinary history?
360 Financial Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is 360 Financial Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →