# Latticework Capital

> Latticework Capital is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 171043
- Filed as: LATTICEWORK CAPITAL
- Legal name: Latticework Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171043
- AdvisorCensus page: https://advisorcensus.com/firm/latticework-capital-171043

## Quick answers

**How is Latticework Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Latticework Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Latticework Capital registered with the SEC or a state?**
Latticework Capital is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171043.

**How much does Latticework Capital manage?**
Latticework Capital reports $14,436,899 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Latticework Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Latticework Capital 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/171043

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $14,436,899
- Discretionary: $14,436,899
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $14,436,899 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Latticework Capital (CRD 171043): Form ADV filing data as of October 2026.
