B365Invest
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
Clients per advisor
0
Average account size
—
About
B365Invest LLC provides investment management and financial planning to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and businesses. The firm is fee‑only and offers continuous investment advice across stocks, bonds, mutual funds, ETFs, government and municipal securities, plus project‑based and comprehensive financial planning engagements.
B365’s approach emphasizes asset allocation and a blend of passive and active strategies, informed by fundamental analysis, mutual fund/ETF selection, and optional socially conscious (ESG) overlays when requested; account supervision is guided by clients’ stated objectives, risk tolerance, and tax considerations. The firm also uses Outside Managers for portions of client portfolios and describes a formal due‑diligence and ongoing monitoring process for those third‑party managers.
What is distinctive about B365 is its explicit selection and recommendation of independent Outside Managers and the disclosure that an Outside Manager’s fee may be included in the firm’s advisory fee, a practice that is less common among peers. The brochure also discloses that B365 does not aggregate client trades, relies on institutional custody and support services through Charles Schwab, and reported $0 in assets under management as of December 31, 2025, reflecting its recent formation and early stage of operations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning: $350 fixed fee, paid in advance, fees negotiable
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
Account minimum: $25,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
B365Invest
2806 W Bitters Rd Suite 129
San Antonio TX 78248, United States
Number of offices
1
Most active in
B365Invest 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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