A complete list of active advisors currently associated with 364 Investing, LLC
Warmer can help you find a great advisor at 364 Investing, LLC or one who fits your needs even better.
364 Investing provides ongoing portfolio management and financial planning to individual investors, high‑net‑worth individuals, and charitable organizations, documenting client goals and risk tolerances in written investment policy statements. The firm’s advice generally focuses on mutual funds, equities, and exchange‑traded funds, and it also offers financial planning engagement options. The adviser seeks discretionary trading authority and implements portfolios using a mix of charting, fundamental and technical analysis, and modern portfolio theory to guide asset allocation. It actively employs options strategies — including selling covered calls and puts, particularly on leveraged ETF products — and may engage in short‑term trading, acknowledging the greater risks those techniques entail. A notable distinction from most independent peers is the firm’s acceptance of performance‑based fee arrangements for qualified clients, with accompanying high‑water‑mark provisions and stated controls to address side‑by‑side conflicts. The firm also requires clients to use Schwab Institutional custody and leverages Schwab’s institutional services and research, and it does not rely on third‑party sub‑advisers for portfolio management.
To learn more about the advisors currently working at 364 Investing, 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.
Name |
Location |
Years of experience |
|---|---|---|
Northport, AL
| 2
|
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.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")