Form ADV Part 3. Client Relationship Summary
Dated: November 20, 2025
Item 1: Introduction.
Eastsound Capital Advisors, LLC (“Eastsound”), doing business as Capital Advisors 360, Advisors 360 & Western Financial, headquartered at 329 Dolphin Bay Road, Eastsound, Washington 98245, is an Investment Advisor registered with the Securities and Exchange Commission (“SEC”). We are an investment adviser and provide advisory accounts and services rather than brokerage accounts and services. Free tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker- dealers, investment advisors and investing.
Item 2: Relationships and Services. What investment services and advice can you provide me?
We are a fee-based investment advisory firm that services retail and institutional investors. Our principal services include portfolio management, financial planning, and selection of other advisors. For institutions, we also provide signal and subadvisory services. We offer both discretionary advisory services (we make decisions regarding the purchase and sale of investments), and non-discretionary services (the client makes the decision). As part of our management services, we monitor client portfolios on a continuous and ongoing basis. Frequency of reviews is dependent upon the complexity of the account, nature of the advisory recommendation, and other conditions or material changes to the client’s situation. We limit the types of investments that are recommended since not every type of investment vehicle is needed to create an appropriate portfolio. Advice is provided only after reviewing a client’s situation. We have an account minimum of $100,000, which may be waived. Please review our Form ADV Part 2A (“Brochure”) (see adviserinfo.sec.gov/firm/brochure/160180), Item 4, for additional information.
Questions to ask us: Given my financial situation, should I choose an investment advisory service? Why or why not? How will you choose investments to recommend to me? What is your relevant experience including your licenses, education, and other qualifications? What do these qualifications mean?
Item 3: Fees, Costs, Conflicts, and Standard of Conduct. What fees will I pay?
Our fees vary depending on the services you receive, your annual negotiated fee rate and the amount of assets under the firm’s management. The management fee generally varies up to a maximum of 1.95% of assets annually, charged monthly or quarterly, payable in advance or in arrears. The fact that the investment advisor representative working with the client can determine the advisory fee may result in clients with similar circumstances paying different fees to the firm. Financial planning services are also offered. Financial planning fees are offered at either a fixed fee basis or an hourly basis. Financial planning fees may range from $750 to
$5,000 per plan, with hourly rates of $150 to $500 per hour. Please see our Table of Fees for Services for additional information on our website at capitaladvisors360.com.
Other Fees and Costs. In addition to the advisory fees paid to Eastsound, clients may also incur certain charges imposed by third parties, such as Broker Dealers, custodians, platforms, subadvisors, or other financial institutions. These additional charges may include internal fund costs, securities brokerage commissions, transaction fees, custodial and/or platform fees, advisory and margin fees. Eastsound charges an asset-based fee; the more assets there are in a retail investor’s account, the more a retail investor will pay in fees, and the firm will therefore have an incentive to encourage the retail investor to increase the assets in his or her account. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. Please review the firm’s brochure (ADV 2A, Item 5) for additional details.
Questions to ask us: Help me understand how fees and costs might affect my investments. If I give you
$10,000.00 to invest, how much will go to fees and costs, and how much will be invested for me and how will we address them?
When we act as your investment advisor, we must act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they could affect the investment advice we provide you. Here are some examples to help you understand what this means: when we recommend an advisory account, a rollover of a retirement plan account, refer a client to a third-party asset manager, or provide additional services for compensation, these recommendations create, in and of themselves, an incentive to make these recommendations based upon the amount of compensation we receive, rather than based upon your needs.
Questions to ask us: What are your legal obligations to me when acting as my investment advisor? How else does your firm make money and what conflicts of interest do you have?
Eastsound advisors are compensated by cash compensation from the advisory and financial planning fees that we charge you. Our fees for services may vary depending on such factors as the amount of client assets we service, and the time and complexity required to meet your needs. Clients are advised that a conflict of interest exists when our advisors recommend our services to you, in that we will earn a fee from the services provided to you and the financial professional will be directly compensated from those fees.
Questions to ask us: How might your conflicts of interest affect me, and how will you address them? How do financial professionals make money?
Item 4: Disciplinary History. Do you or your financial professionals have any disciplinary history? For what type of conduct?
Yes. Our firm and its principal do not have any legal, financial, or disciplinary items to report. However, Mr. Hume does have a disclosable event as noted in his respective ADV Part2 B. Please visit investor.gov/CRS for a free tool to research Eastsound and our financial professionals.
Questions to ask us: As a financial professional, do you have any disciplinary history? For what type of conduct?
Item 5: Additional Information. Who is my primary contact person? Is he or she a representative of an investment advisor or Broker-Dealer? Who can I talk to if I have concerns about how this person is treating me?
Your investment advisor is your primary contact at (888) 452-5260. You may also speak with our Compliance Officer, Jeff Pietsch, at (360) 317-4688. For more information on our advisory services, please see our brochures available at adviserinfo.sec.gov/firm/summary/160180, or visit our website at capitaladvisors360.com.