360 Aviation Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,604,167
Total clients
28
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$343,006
About
360 Aviation Advisors manages roughly $9.6 million for a small roster of individual and high‑net‑worth clients and also provides advisory services to pension and profit‑sharing plans. The firm offers discretionary portfolio management, ongoing financial planning, and tax return preparation through a third‑party provider (Vincere Tax); the firm's principal also sells insurance in a separate capacity and may receive separate compensation for those products.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive management—index mutual funds and ETFs—to build diversified, low‑turnover portfolios implemented on a discretionary basis with regular reviews. Financial planning is integrated into the advisory relationship with at least quarterly touchpoints and a semi‑annual full plan review; clients with more than $3 million in assets under management receive ongoing financial planning at no additional charge.
Compared with many independent, single‑advisor firms, 360 Aviation Advisors’ provision of pension consulting and plan services is a relatively uncommon offering. The brochure also notes the principal’s CFP® credential and a public‑facing podcast (Pilot’s Portfolio, ~10% of time) and documents the firm’s tax preparation arrangement and the potential conflict created by separate insurance compensation, all of which distinguish its service mix from typical peers.
Client services
Expertise
Occupation focus
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%
Approximately $250 per hour for financial planning
Minimum fee: Ongoing financial planning fee is $6,000 annually, paid quarterly at $1,500 per quarter (negotiable in certain cases) Fee-only: Ongoing financial planning fee $6,000 annually; $250/hour typical rate for financial planning (about 24 hours per year)
Main office location
360 Aviation Advisors, LLC
9202 Aviation Blvd Nw, Ew3
Concord NC 28027, United States
Number of offices
1
Most active in
California · Florida · Georgia · North Carolina · Texas
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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