SourcingSourcing

M3SIXTY CAPITAL, LLC

C49
CRD 323764·SEC 801-128124·FAIRWAY, KS
AUM
$28.7M
$25M-$100M
Est. Revenue
$287K
@ 1% on AUM
Est. EBITDA
$86K
@ 30% margin
Est. Deal Value
$690K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
M3SIXTY CAPITAL, LLC
CRD
323764
SEC file #
801-128124
EIN
—
DBA names
—

Economics

AUM
$28.7M
AUM band
$25M-$100M
AUM trajectory
'25'26
$26.8M → $28.7M▲ +7%
Client mix
Individuals Other3
Investment Companies1

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
FAIRWAY KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
m3sixtycapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
M3SIXTY ENTERPRISES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
M3SIXTY ENTERPRISES, LLC
LINSCOTT, RANDALL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
M3SIXTYCAPITAL.COM
Rdap Domain Creation Date
2022-08-01T21:54:30Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Rdap Domain Expiration Date
2026-08-01T21:54:30Z
Rdap Domain Last Changed
2024-08-02T18:49:55Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
LINSCOTT, RANDALL
Direct Owner · 37.5%
6428438
Linscott, Jeffrey, Keith
Direct Owner · 7.5%
8246063
ANTHONY VINCENT DEMARINO
Executive Officer · 2.5%
2354700
YATES, RICHARD, BUTLER
Executive Officer · 2.5%
5623893
ANDREW JOSEPH ARNOLD
IAR
3091716
VINCENT COSMO DUVIGNEAUD
IAR
2207861
JOHN RAY WILLIAMS
IAR
1865081