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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-16-2009
- Office Locations
- 56
Office Locations
About Latitude Advisors, LLC
Latitude Financial, LLC supports a network of 125+ advisors through a supervisory branch management model focused on advisor education and oversight. Its multi-discipline team (including CFPs, CPAs, EAs, attorneys and insurance professionals) delivers comprehensive wealth management, including financial, tax and estate planning, retirement and insurance solutions, and portfolio construction using ETFs, mutual funds and fixed income.
Reported data analysis
What the numbers show
Between November 5, 2025 and April 22, 2026, reported AUM increased 49.3%, from $379.5M to $566.5M.
Across 5 reported observations, AUM increased 106.0% between April 12, 2022 and April 22, 2026, from $275.0M to $566.5M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 65 advisory representatives and 1,620 clients, or 24.9 clients per representative. That equates to $349.7K in reported AUM per client.
The profile lists 56 reported office locations and 17 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN STEPHEN BIVENS
President
- CRD
- #2587871
- Ownership
- Less than 5%
JEFFREY STEVEN LASKY
Advisor, VICE PRESIDENT
- CRD
- #1333003
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KENNY AVENIL
--
- CRD
- #4585750
KATHRYN F. BARTON
Certified Financial Planner
- CRD
- #4314762
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $556,500,000 | $227,143 |
| Non-Discretionary | $10,000,000 | $80,000 |
| Total | $566,500,000 | $220,000 |
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Separately Managed Accounts
SMA allocation detail is available
Latitude Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Latitude Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.