Capital 360 Financial
Capital 360 Financial is a fee-only fiduciary wealth management firm founded in 2019 in Springfield, Missouri, serving high-net-worth individuals and families across the U.S. and globally. Led by Shuyang Balazi, it offers financial planning, asset management, retirement, estate, and insurance advisory using Charles Schwab and Interactive Brokers as custodians.
- Company typePrivate
- Founded2019
- HeadquartersSpringfield, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Capital 360 Financial firmographics
Firmographics- Name
- Capital 360 Financial
- Legal name
- Capital 360 Financial, LLC
- Website
- https://capital360financial.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Capital 360 Financial is a fee-only fiduciary wealth management firm founded in 2019 in Springfield, Missouri, serving high-net-worth individuals and families across the U.S. and globally. Led by Shuyang Balazi, it offers financial planning, asset management, retirement, estate, and insurance advisory using Charles Schwab and Interactive Brokers as custodians.
- Ownership category
- akta.pro rank
Capital 360 Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
Keywords
Where Capital 360 Financial is headquartered
LocationHeadquarters
- HQ city
- Springfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Capital 360 Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fee-Only Fiduciary Wealth Management Services: Capital 360 Financial operates as a fee-only fiduciary firm, providing unbiased financial planning and investment management services. Revenue is generated through fees for financial planning, investment management, and related advisory services. The firm emphasizes acting in clients' best interests as a fiduciary, offering transparent pricing without commission-based product sales.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only fiduciary wealth management services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Capital 360 Financial product offering
Product offeringCore offering
Capital 360 Financial is a fee-only fiduciary wealth management firm that provides comprehensive financial planning, proactive investment management, estate planning, retirement planning, and risk management services. The firm specializes in serving high-net-worth and ultra-high-net-worth individuals and families through an all-in-one integrated approach, while also supporting clients seeking planning-only solutions. Services are delivered via direct advisory relationships using Charles Schwab and Interactive Brokers as custodians for 24/7 account access.
Product overview
Capital 360 Financial is a fiduciary financial planning and wealth management firm offering an all-in-one integrated approach that combines strategic financial planning, proactive investment management, estate planning, and risk management. The core service portfolio includes Financial Planning (providing custom strategic roadmaps), Asset Management (customized portfolios of stocks, bonds, mutual funds, ETFs, alternatives, and annuities), Estate Planning (wealth transfer strategies), Retirement Planning (including 401(k) rollovers and account consolidation), and Insurance Planning. Their product lineup includes Annuities (for guaranteed income and principal protection), Retirement Savings Accounts (IRAs, Roth IRAs, SEPs, SIMPLE IRAs, 401(k)s), Individual Securities (stocks and bonds), and Small Business Retirement Plans (SEP and SIMPLE plans). The firm specializes in serving high-net-worth and ultra-high-net-worth individuals and families while also supporting planning-only clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Asset Management
- Estate Planning
- Retirement Planning
- Insurance Planning
- Annuities
- Retirement Savings Accounts
- Individual Securities
- Small Business Retirement Plans
Companies that use Capital 360 Financial
Customer profileSegments7 records
Ideal customer profiles4 records
Capital 360 Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Capital 360 Financial partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- Charles SchwabcoreCharles Schwab serves as one of the firm's trusted custodians, providing 24/7 access to client accounts. Clients have access to their accounts and customized financial plans anytime, anywhere through Schwab's platform.
- Interactive BrokerscoreInteractive Brokers serves as one of the firm's trusted custodians, providing 24/7 access to client accounts alongside Charles Schwab. The firm offers a broad range of investment options through this custodian relationship.
- Legal, Tax, and Insurance Professionals NetworksupportingIn addition to in-house expertise, the firm partners with a trusted network of legal, tax, and insurance professionals to ensure every part of clients' financial lives is strategically aligned. This network supports comprehensive financial planning including estate planning and tax-efficient strategies.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Capital 360 Financial competitors and assessment
Company assessmentDirect peers
- Carson Group: Network of fiduciary wealth management firms serving HNW individuals and business owners with financial planning, investment, and retirement plan services. Comparable fee-based fiduciary model and emphasis on business-owner and 401(k) clients.
- Ritholtz Wealth Management: Fee-only RIA providing financial planning and investment management to HNW individuals and families, with strong content marketing and thought leadership. Comparable fee-only fiduciary model and emphasis on financial planning for HNW clients.
- Buckingham Strategic Wealth: Fee-only fiduciary wealth management firm providing comprehensive financial planning and investment management to individuals and families nationwide. Closely matches Capital 360 Financial's fee-only fiduciary model and integrated service offering.
- Modera Wealth Management: Fee-only fiduciary RIA providing comprehensive financial planning, investment, tax, and retirement services to HNW individuals and small businesses. Closely comparable client segments and fee-only fiduciary structure to Capital 360 Financial.
- Savant Wealth Management: Fee-only fiduciary advisory firm offering financial planning, investment management, tax, and estate services to individuals, families, and businesses. Comparable integrated wealth management model and fiduciary positioning to Capital 360 Financial.
- Mariner Wealth Advisors: National RIA serving HNW and UHNW clients with wealth advisory, investment management, tax, estate, and retirement plan services. Highly comparable target segment and bundled service approach to Capital 360 Financial.
- Creative Planning: Large fee-only fiduciary RIA serving HNW and UHNW individuals and families with integrated financial planning, investment management, estate, tax, and retirement services — directly comparable business model and target client to Capital 360 Financial, though at significantly greater scale.
Broad incumbents
- Edelman Financial Engines: Largest independent RIA in the U.S., offering financial planning, investment management, and 401(k) plan services to a broad individual and corporate client base. Overlaps with Capital 360 Financial's HNW and corporate 401(k) segments but at far greater scale and with proprietary technology.
- Fisher Investments: Large investment management firm serving HNW and institutional clients with portfolio management and financial planning services. Overlaps with Capital 360 Financial's HNW investment management offering but at vastly greater scale and as primarily a portfolio manager.
Emerging players
- Facet Wealth: Tech-enabled fee-only financial planning firm serving HNW individuals through a virtual advisory model. Similar fee-only fiduciary positioning and digital-first delivery model, though with a younger, more technology-centric orientation than Capital 360 Financial.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Capital 360 Financial social profiles
Digital presenceCapital 360 Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capital 360 Financial leadership team
Management profileNumber of profiles
Profiles1 record
Capital 360 Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capital 360 Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capital 360 Financial
What does Capital 360 Financial do?
Capital 360 Financial is a fee-only fiduciary wealth management firm that provides comprehensive financial planning, proactive investment management, estate planning, retirement planning, and risk management services. The firm specializes in serving high-net-worth and ultra-high-net-worth individuals and families through an all-in-one integrated approach, while also supporting clients seeking planning-only solutions. Services are delivered via direct advisory relationships using Charles Schwab and Interactive Brokers as custodians for 24/7 account access.
Is Capital 360 Financial a public or private company?
Capital 360 Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capital 360 Financial founded?
Capital 360 Financial was founded in 2019. It employs 1 to 10 people.
Where is Capital 360 Financial based?
Capital 360 Financial is headquartered in Springfield, United States, in the North America region.
How does Capital 360 Financial make money?
One revenue line is on record: fee-Only Fiduciary Wealth Management Services.
Who are Capital 360 Financial's main competitors?
Direct peers on record are Carson Group, Ritholtz Wealth Management, Buckingham Strategic Wealth, Modera Wealth Management, Savant Wealth Management, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Edelman Financial Engines and Fisher Investments. Facet Wealth is listed as an emerging player.
Does Capital 360 Financial have an API?
No public API is recorded for Capital 360 Financial.
What industry is Capital 360 Financial in?
Capital 360 Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 523940 and its SIC code is 6282.