Latash Investments, LLC

Latash Investments, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Anchorage, Alaska. On its latest Form ADV, filed March 30, 2026, it reports $1.7B in regulatory assets under management, 3 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	128012 · SEC file 801-62261
Office	301 W. Northern Lights Blvd., Suite 412 Anchorage, AK 99503
Phone	(907) 868-7580
Website	Not listed
Regulatory assets under management	$1.7B ($1.3B discretionary)
Individual clients	0 non-high-net-worth, 3 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management, Selection of other advisers
Employees	8
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Anchorage

• Alaska Wealth Advisors $1.2B
• Bright Road Wealth Management, LLC $443M
• Heisten Wrenn Private Wealth, LLC $232M
• Artica Financial Services LLC $28M
• Dynamic Capital Management, Inc. $13M
• Outlook Financial Services $31M

See all 7 fee-only advisers in Anchorage →