SourcingSourcing

360 FINANCIAL PARTNERS, LLC

C37
CRD 169280·SEC 801-123075·MOUNT PLEASANT, SC
AUM
$206.5M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$620K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
360 FINANCIAL PARTNERS, LLC
CRD
169280
SEC file #
801-123075
EIN
—
DBA names
—

Economics

AUM
$206.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$124.4M → $206.5M▲ +66%
Client mix
Individuals Other211
Individuals High Net Worth74
Corporations4
Pension Profit Sharing Plans2
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
MOUNT PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
facebook.com/360-financial-partners-170349262980508(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUGHES, DUSTIN, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUGHES, DUSTIN, JOSEPH
TEEGARDIN, RANDALL, DICKSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
11,272
Form 5500 Compensation Trajectory 3y
202511,272
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
11,272
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4898759
Trust Company Affiliate
No

People (3)

3
TEEGARDIN, RANDALL, DICKSON
IAR · Direct Owner · 62.5%
4297188
HUGHES, DUSTIN, JOSEPH
IAR · Direct Owner · 62.5%
4898759
DAVID LEO VAN RENSSELAER
IAR
5440950