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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital prime
- Established Date
- 07-16-2009
- Office Locations
- 57
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.
Team overview
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Custodian
Investment Themes
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Owner & Executives
JOHN STEPHEN BIVENS
Chief Compliance Officer, President, Vice 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
Unlock allContacts
KENNY AVENIL
--
- CRD
- #4585750
KATHRYN F. BARTON
Certified Financial Planner
- CRD
- #4314762
Ember pathway
Frontier matrix
- CRD
- #92107
Showing 2 of 67 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
Total SMA Asset: $566,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $183,829,423 | 20.9% |
| Equity - Exchange | $206,698,155 | 23.5% |
| Cash | $92,354,495 | 10.5% |
| Corporate - Investment Grade | $77,401,862 | 8.8% |
| Municipal Bonds | $152,165,024 | 17.3% |
| U.S. Government/Agency | $167,117,656 | 19.0% |
| Total | $879,566,615 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK MOMENTUM CAPITAL | MOMENTUM EMBER | 2CA0B7JLH | XVQS | 6.76% | $51,777,851 |
| SUMMIT VERTEX | PEAK HORIZON | JLM4HBEW4 | CCACP | 7.47% | $22,505,547 |
| MATRIX PATHWAY | OAK FUSION | ADPKQ0THT | BYUK | 10.51% | $55,036,129 |
| SIGNAL BRIDGE | CAPITAL VERTEX | M20FX5LDY | GJXF | 7.55% | $109,780,116 |
| QUANTUM VALUE | NORTH FOUNDATION | 176J3561B | AIN | 5.02% | $28,514,950 |
| INSIGHT OPTIMA | ALPHA CATALYST | 1NK5YK8SW | LNRC | 8.23% | $49,119,348 |
| EMBER VERTEX ATLAS | CAPITAL RADIAL | 2O2MHVJXQ | MBB | 7.37% | $57,538,658 |
| MATRIX VECTOR CAPITAL | OAK CREST | G47GIV9XN | NZLNG | 10.46% | $102,317,705 |