A complete list of active advisors currently associated with M3Sixty Capital, LLC

Warmer can help you find a great advisor at M3Sixty Capital, LLC or one who fits your needs even better.

M3Sixty Capital serves investment companies and institutional clients, acting as adviser to several SEC-registered mutual funds — the M3Sixty Small Cap Growth Fund, M3Sixty Income & Opportunity Fund and M3Sixty OnChain U.S. Government Money Market Fund — and managing model managed accounts for institutional investors on a non-discretionary basis. The firm also offers separately managed accounts on a discretionary basis for institutional and individual investors, with minimums generally set at $5 million and negotiable in certain circumstances. The firm implements a range of strategies across equities, fixed income, cash management and alternatives, using fundamental, quantitative, technical and macroeconomic analysis and emphasizing active security selection, duration and yield-curve positioning in its fixed income mandates. M3Sixty conducts ongoing reviews of accounts, documents client-imposed restrictions, and negotiates asset-based advisory arrangements that are generally billed monthly or as otherwise agreed. Distinctive features include its role as a primary adviser to registered investment companies and its affiliation with Matrix 360 Distributors LLC and M3Sixty Administration LLC, with common ownership, shared services and potential distribution-related conflicts that the firm discloses and mitigates (including waiving advisory fees at the account level for assets invested in affiliated funds). Compared with many peers, the firm’s activity is concentrated on fund and institutional model business rather than broad retail individual account management, and its separately managed account regulatory AUM was relatively modest as of December 31, 2025 ($181,540), underscoring that focus.

To learn more about the advisors currently working at M3Sixty Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.