AI Investor 360
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AI Investor 360 is a recently formed, state-registered investment manager that offers discretionary portfolio management and custom model construction services intended for pooled vehicles and institutional-type clients. In its initial Form ADV filing the firm reports no regulatory assets under management.
The firm combines traditional investment analysis—asset allocation, fundamental and technical research, and long- and short-term trading—with established AI-based mathematical optimization to build portfolios targeted to specific goals such as low volatility, dividend income, or high growth. Its AI use is described narrowly as mean–variance/Sharpe-ratio optimization derived from classical Modern Portfolio Theory, and the firm states it applies diversification constraints to mitigate concentration risk from the optimizers.
Notable operational characteristics for prospective counterparties include a single-principal ownership at start-up and an explicit policy not to accept performance-based fees, as well as a stated recommendation to use a particular custodian/brokerage platform that could affect trade execution. The brochure also discloses that personnel may trade in securities the firm recommends and that household accounts may be combined for fee-tier determination, items institutional clients may want to review in diligence.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
Account minimum: $200,000 (negotiable or waivable at discretion)
Main office
Flower Mound TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Ai Investor 360 · Ai Investor360 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)