Dustin LathamCRD Number: 5836494
Current Firm: Alternative Capitalis, LLC
Compensation Model: Fee Only
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Alternative Capitalis, LLC||Wrentham, MA||Jan 2016 - Current||7|
|Queues Enforth Development, Inc.||Woburn, MA||Nov 2016 - Jun 2021||4|
|Cboe Vest Financial LLC||Mclean, VA||Jun 2016 - Oct 2016||< 1|
|First Dominion Capital Corp.||Richmond, VA||May 2016 - Oct 2016||< 1|
|Realty Capital Securities, LLC||Boston, MA||Aug 2014 - Dec 2015||1|
|Manulife Asset Management (us) LLC||Boston, MA||Jan 2013 - Jul 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management41MILLIONS
Total Number of Accounts143ACCOUNTS
Average Account Value$284,405
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MA, ME, NH
DISCLOSURE, WARRANTIES & DISCLAIMERS
There are no warranties implied. Alternative Capitalis, LLC (“RIA Firm”) is a registered investment adviser located in Massachusetts. Alternative Capitalis, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Alternative Capitalis, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Alternative Capitalis, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Alternative Capitalis, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Alternative Capitalis, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Alternative Capitalis, LLC, please contact the state securities regulators for those states in which Alternative Capitalis, LLC maintains a registration filing. A copy of Alternative Capitalis, LLC’s current written disclosure statement discussing Alternative Capitalis, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Alternative Capitalis, LLC upon written request. Alternative Capitalis, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Alternative Capitalis, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
233 Harvard St, Suite 307, Brookline, MA 02446 is Alternative Capitalis, LLC’s client facing address. All books, records, receipts, correspondence (mailing address) and day to day operations are located in Wrentham, MA.
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