# Latitude Investment Group

> 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.

- CRD: 333819
- Filed as: LATITUDE INVESTMENT GROUP
- Legal name: Latitude Investment Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333819
- AdvisorCensus page: https://advisorcensus.com/firm/latitude-investment-group-alpharetta-ga-333819

## Quick answers

**How is Latitude Investment Group compensated?**
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.

**Where is Latitude Investment Group located?**
Latitude Investment Group's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Latitude Investment Group registered with the SEC or a state?**
Latitude Investment Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333819.

**How much does Latitude Investment Group manage?**
Latitude Investment Group reports $6,330,849 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (0% discretionary).

**What types of clients does Latitude Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87).

**Does Latitude Investment Group report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,330,849
- Discretionary: $0
- Non-discretionary: $6,330,849

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $6,330,849 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, IA, KY, NC, NV, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333819

### Websites listed on Form ADV (Item 1.I)
- latitudeig.com
- LinkedIn @gordonsylvester

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Latitude Investment Group (CRD 333819): Form ADV filing data as of October 2026.