RIA Intel›Advisers›Georgia›LATITUDE INVESTMENT GROUP, LLC

LATITUDE INVESTMENT GROUP, LLC

Advisory

ALPHARETTA, GA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Average account

$73K

across 87 accounts

AUM per adviser

$2M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients87

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, IA, KY, NC, NV, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

The full client-type breakdown and the share of AUM each category represents.

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