# Latitude Advisors, LLC

> 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.

- CRD: 151001
- Filed as: LATITUDE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151001
- AdvisorCensus page: https://advisorcensus.com/firm/latitude-advisors-llc-151001

## Quick answers

**How is Latitude Advisors, LLC compensated?**
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.

**How much does Latitude Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $10,000 (broad based planning services); Hourly rate: $250 an hour (specific services (such as a modular plan or hourly consulting services)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Latitude Advisors, LLC registered with the SEC or a state?**
Latitude Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151001.

**How much does Latitude Advisors, LLC manage?**
Latitude Advisors, LLC reports $566,500,000 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (98% discretionary).

**How have Latitude Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Latitude Advisors, LLC serve?**
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).

**Which custodians does Latitude Advisors, LLC use?**
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.

**Does Latitude 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 SEC record: https://adviserinfo.sec.gov/firm/summary/151001

**What changed in Latitude Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Flat fee: $10,000 (broad based planning services)

> Fixed Fees: We will charge up to $10,000.00 in fixed fees for broad based planning services.

- Hourly rate: $250 an hour (specific services (such as a modular plan or hourly consulting services))

> Hourly Fees: We charge an hourly fee of up to $250 if you request specific services (such as a modular plan or hourly consulting services)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $566,500,000
- Discretionary: $556,500,000
- Non-discretionary: $10,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,410 | $214,250,000 |
| High net worth individuals | 115 | $280,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 50 | $17,500,000 |
| Corporations or other businesses not listed above | 15 | $54,250,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 66 total, 65 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Aberdeen, NJ
- Albany, NY
- Allentown, PA
- Canton, IL
- Cocoa, FL
- Elmhurst, IL
- Florence, KY
- Hollidaysburg, PA
- Largo, FL
- Lavale, MD
- Mansfield, PA
- Miramar, FL
- Newport Beach, CA
- Northbrook, IL
- Skokie, IL
- St. Marys, OH
- Tryon, NC
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- latitudefinancial.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $199,945,250 | 78 | April 20, 2021 |
| October 2022 | $275,000,000 | 76 | April 12, 2022 |
| October 2023 | $348,576,000 | 75 | March 6, 2023 |
| October 2024 | $340,392,000 | 74 | July 23, 2024 |
| October 2025 | $379,516,000 | 70 | March 4, 2025 |
| October 2026 | $566,500,000 | 66 | April 22, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in WA.

### April 2026
- 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.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Latitude Advisors, LLC (CRD 151001): Form ADV filing data as of October 2026.