{
  "crd_number": 333819,
  "slug": "latitude-investment-group-alpharetta-ga-333819",
  "primary_business_name": "LATITUDE INVESTMENT GROUP",
  "legal_name": "LATITUDE INVESTMENT GROUP, LLC",
  "dbas": [],
  "city": "Alpharetta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-02-11",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 6330849.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 6330849.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6330849.0,
      "count": 87
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "GA",
    "IA",
    "KY",
    "NC",
    "NV",
    "TX"
  ],
  "websites": [
    "https://latitudeig.com",
    "https://linkedin.com/in/gordonsylvester"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333819",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "ALPHARETTA",
  "url": "https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819",
  "display_name": "Latitude Investment Group",
  "summary": "Latitude Investment Group is a state-registered investment advisory firm in Alpharetta, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Latitude Investment Group (CRD 333819): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Latitude Investment Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Latitude Investment Group reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Latitude Investment Group located?",
      "a": "Latitude Investment Group's principal office is in Alpharetta, GA, according to its Form ADV."
    },
    {
      "q": "Is Latitude Investment Group registered with the SEC or a state?",
      "a": "Latitude Investment Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333819."
    },
    {
      "q": "How much does Latitude Investment Group manage?",
      "a": "Latitude Investment Group reports $6,330,849 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Latitude Investment Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87)."
    },
    {
      "q": "Does Latitude Investment Group report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333819"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 87,
      "fewer_than_5": false,
      "raum": 6330849.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/333819",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}