Dustin Latham
Alternative Capitalis · Wrentham, Massachusetts
Dustin Latham is a fee-only financial advisor at Alternative Capitalis in Wrentham, Massachusetts, who holds the CFA credential. Dustin charges a percentage of assets, hourly fees and a flat fee or retainer (no asset minimum) and focuses on retirement planning and pension planning.
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Specialties
Facts
| Firm | Alternative Capitalis |
|---|---|
| Based in | Wrentham, Massachusetts |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $107.8M across 231 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, ME, NH · CRD 5836494 |
| Exams passed | Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.altcapitalis.com |
| Profile |
How Dustin's firm compares
- Alternative Capitalis's average account is about $467,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Dustin
Is Dustin Latham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Alternative Capitalis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dustin charge for financial advice?
Dustin charges a percentage of assets, hourly fees and a flat fee or retainer.
How much does Dustin charge?
According to Alternative Capitalis's website, checked October 30, 2026: no asset minimum.
Where is Dustin Latham based?
Dustin Latham is based in Wrentham, Massachusetts.
What does Dustin specialize in?
Dustin's specialties include retirement planning and pension planning.
What credentials does Dustin Latham hold?
Dustin Latham holds the CFA credential.
Is Dustin Latham registered with the SEC?
Yes. Dustin Latham is registered as an investment adviser representative in FL, MA, ME and NH (CRD 5836494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alternative Capitalis manage?
Alternative Capitalis reports $107.8M across 231 accounts in assets under management.
How do I contact Dustin Latham?
Through Dustin's website, www.altcapitalis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alternative Capitalis website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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