360 Aviation Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
360 Aviation Advisors is a small independent registered investment adviser that provides discretionary investment management, ongoing financial planning, and coordinated tax preparation services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans; the firm reports managing about $9.6 million for roughly 28 clients. The brochure states the firm does not impose a firmwide account minimum and offers tailored investment policy statements to guide portfolio construction.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive portfolio construction with index mutual funds and ETFs to implement asset allocation targets. It integrates ongoing financial planning into client relationships with regular touchpoints (quarterly) and semi‑annual full plan reviews, and delivers an initial written plan within the first six months of engagement.
What distinguishes the firm from many peers is its explicit work with pension and profit‑sharing plans and its coordination of tax preparation through a third‑party provider, services that are less common for independent advisers of this size. The principal holds CFP® certification, also maintains insurance licensure (a disclosed potential conflict when insurance recommendations are made), and dedicates time to hosting a finance‑focused podcast, all of which are noted in the brochure as non‑investment activities and disclosure items.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $8,000,000: 0.50% $8,000,001+: 0.35%
Main office
9202 Aviation Blvd NW, EW3
Concord NC 28027
Advisors at this office
1
Most active in
California · Florida · Georgia · North Carolina · Texas
Also doing business as
360 Aviation Advisors · 360 Aviation Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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