{
  "crd_number": 151001,
  "slug": "latitude-advisors-llc-151001",
  "primary_business_name": "LATITUDE ADVISORS, LLC",
  "legal_name": "LATITUDE ADVISORS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-07-16",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 566500000.0,
  "raum_discretionary": 556500000.0,
  "raum_non_discretionary": 10000000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 66,
  "advisory_employees": 65,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 214250000.0,
      "count": 1410
    },
    "pension_profit_sharing": {
      "raum": 17500000.0,
      "count": 50
    },
    "high_net_worth_individuals": {
      "raum": 280500000.0,
      "count": 115
    },
    "corporations_other_businesses": {
      "raum": 54250000.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://latitudefinancial.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151001",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/latitude-advisors-llc-151001",
  "display_name": "Latitude Advisors, LLC",
  "summary": "Latitude Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Latitude Advisors, LLC (CRD 151001): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Latitude Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Latitude Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Is Latitude Advisors, LLC registered with the SEC or a state?",
      "a": "Latitude Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151001."
    },
    {
      "q": "How much does Latitude Advisors, LLC manage?",
      "a": "Latitude Advisors, LLC reports $566,500,000 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (98% discretionary)."
    },
    {
      "q": "How have Latitude Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Latitude Advisors, LLC: Regulatory assets under management: $199,945,250 in the October 2021 data and $566,500,000 in the October 2026 data, up 183%. Total employees: 78 in October 2021 and 66 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Latitude Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,410); high net worth individuals (115); pension and profit sharing plans (but not the plan participants or government pension plans) (50)."
    },
    {
      "q": "Which custodians does Latitude Advisors, LLC use?",
      "a": "Latitude Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Latitude Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151001"
    },
    {
      "q": "What changed in Latitude Advisors, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 199945250.0,
      "total_employees": 78,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 275000000.0,
      "total_employees": 76,
      "filing_date": "2022-04-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 348576000.0,
      "total_employees": 75,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 340392000.0,
      "total_employees": 74,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 379516000.0,
      "total_employees": 70,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 566500000.0,
      "total_employees": 66,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 69 to 65.",
        "Regulatory assets under management went from $379,516,000 to $566,500,000 (+49%).",
        "Changed its office addresses in Florence, KY.",
        "Added an office in Hollidaysburg, PA.",
        "No longer lists an office in Bethlehem, PA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/latitude-advisors-llc-151001.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1410,
      "fewer_than_5": false,
      "raum": 214250000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 115,
      "fewer_than_5": false,
      "raum": 280500000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 17500000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 54250000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151001",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}