# Lateral Capital Advisors, LLC

> Lateral Capital Advisors, LLC is an exempt reporting adviser in Sarasota, FL. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 299370
- Filed as: LATERAL CAPITAL ADVISORS, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299370
- AdvisorCensus page: https://advisorcensus.com/firm/lateral-capital-advisors-llc-sarasota-fl-299370

## Quick answers

**Where is Lateral Capital Advisors, LLC located?**
Lateral Capital Advisors, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**How does Lateral Capital Advisors, LLC report to regulators?**
Lateral Capital Advisors, LLC is an exempt reporting adviser. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 299370.

**Does Lateral Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299370

## From the Form ADV filing

### Firm details
- Reporting since: Not reported
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lateralcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | May 10, 2021 |
| October 2022 | Not reported | Not reported | March 30, 2022 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2026 | Not reported | Not reported | March 23, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lateral Capital Advisors, LLC (CRD 299370): Form ADV filing data as of October 2026.