AI Investor 360
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Annuities
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 location
AI Investor 360
Flower Mound TX, United States
Number of offices
1
Most active in
AI Investor 360 has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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