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LATITUDE ADVISORS, LLC
CRD 151001File 801-70420
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$566.5M
Above cohort median (national)
Discretionary AUM
$556.5M
Non-discretionary $10.0M
Clients
1,590
2,575 accounts
Employees
66
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 16, 2009
- Principal office
- Not reported
- Phone
- 630-553-3730
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $566.5M
- Discretionary AUM
- $556.5M
- Non-discretionary AUM
- $10.0M
- Discretionary accounts
- 2,450
- Non-discretionary accounts
- 125
- Total accounts
- 2,575
- AUM per client
- $356K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $54.3M |
| High net worth individuals | 115 | $280.5M |
| Pension and profit sharing plans | 50 | $17.5M |
| Individuals (other than high net worth individuals) | 1,410 | $214.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.