Latitude Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Latitude Advisors reports 1,590 clients. They include 1,410 individual clients, 115 high-net-worth individuals, and 50 pension and profit-sharing plans. Of its assets, 98.2% ($557M across 2,450 accounts) are managed with discretion; $10M across 125 accounts are not. It advised 30 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 38% |
| High-net-worth individuals | 7% | 50% |
| Pension and profit-sharing plans | 3% | 3% |
| Corporations and other businesses | <1% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,410 | $214M | 37.8% | $152K |
| High-net-worth individuals | 115 | $281M | 49.5% | $2.44M |
| Pension and profit-sharing plans | 50 | $17.5M | 3.1% | $350K |
| Corporations and other businesses | 15 | $54.3M | 9.6% | $3.62M |
| Total | 1,590 | $567M | 100% | $356K |
- Clients
- 1,410
- Regulatory AUM
- $214M
- AUM share
- 37.8%
- Avg. per client
- $152K
- Clients
- 115
- Regulatory AUM
- $281M
- AUM share
- 49.5%
- Avg. per client
- $2.44M
- Clients
- 50
- Regulatory AUM
- $17.5M
- AUM share
- 3.1%
- Avg. per client
- $350K
- Clients
- 15
- Regulatory AUM
- $54.3M
- AUM share
- 9.6%
- Avg. per client
- $3.62M
Total
- Clients
- 1,590
- Regulatory AUM
- $567M
- AUM share
- 100%
- Avg. per client
- $356K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 30
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Latitude Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee of up to $10,000 for broad based planning, an hourly fee of up to $250 for specific services, or a negotiable retainer.
Latitude Financial, LLC owns 75% or more of Latitude Advisors and is in turn owned by Jeffrey Lasky (25–50%) and John Bivens (25–50%). The leadership team of Latitude Advisors includes President John Bivens. It has 66 employees, 65 of them in advisory roles.
Leadership
- John BivensPresident/Chief Compliance Officer
- Jeffrey LaskyVice President
Investment adviser representatives
66 representatives listed in the SEC register as of 9 October 2026.
Staff
- 66 employees
- 65 in advisory functions
- 66 state-registered reps
- 57 broker-dealer reps
- 30 insurance agents
- Owns 75% or more of Latitude Advisors, LLC
Latitude Financial, LLC
Control person · since November 2009
- Owns 25% to 50% of Latitude Financial, LLC
Jeffrey Lasky
Control person · since November 2009
- Owns 25% to 50% of Latitude Financial, LLC
John Bivens
Control person · since November 2025
Latitude Advisors’ regulatory assets grew 2.8× from $200M (April 2021) to $567M (April 2026); clients rose from 795 to 1,590 and employees fell from 78 to 66.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $567M | 1,590 | 66 | 26 |
| March 2025 | $380M | 1,675 | 70 | 26 |
| July 2024 | $340M | 1,502 | 74 | 26 |
| March 2023 | $349M | 1,335 | 75 | 26 |
| April 2022 | $275M | 1,023 | 76 | 29 |
| April 2021 | $200M | 795 | 78 | 27 |
Besides its headquarters, Latitude Advisors has 25 offices (7 private residences, listed without an address), with 19 listed addresses across 11 states.
Illinois · 4 listed addresses
- 5215 Old Orchard Road, Skokie
- 143 W Chestnut St, Canton
- 650 Dundee Road, Northbrook
- 185 N York St, Elmhurst
Florida · 3 listed addresses
- 2299 Tall Pines DR, Largo
- 3790 North US 1, Cocoa
- 3600 Red Road, Suite 403, Miramar
Pennsylvania · 3 listed addresses
- 1550 South Main St, Mansfield
- 124 Lakeview Drive, Hollidaysburg
- 3570 Hamilton BLVD, Allentown
California · 1 listed address
- 5001 Birch Street, Newport Beach
District of Columbia · 1 listed address
- 1511 Pennsylvania Avenue Se, Washington
Kentucky · 1 listed address
- 7000 Houston Road, Florence
Maryland · 1 listed address
- 113 National Highway, Lavale
New Jersey · 1 listed address
- 1075 Route 34, Aberdeen
New York · 1 listed address
- 292 Washington Ave Ext, Albany
North Carolina · 1 listed address
- 98 Pacolet St, Tryon
Ohio · 1 listed address
- 2360 Celina Road, St. Marys
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Latitude Advisors, LLC
- Headquarters
- Not reported
- Website
- latitudefinancial.net
- Phone
- 630-553-3730
- SEC file
- 801-70420
- Structure
- Florida LLC
- Fiscal year end
- December
Latitude Advisors uses Fidelity ($497M) as custodian for its separately managed accounts. Latitude Advisors has custody of $54M in client assets for 60 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $497M100%
At year end, Latitude Advisors’ separately managed accounts were mostly in funds (60%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds60%
- Bonds5%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash10%
How many clients does Latitude Advisors have?
Latitude Advisors has 1,590 clients and manages $567 million for them, as of April 2026. They include 1,410 individual clients, 115 high-net-worth individuals, and 50 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Latitude Advisors offer?
Latitude Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Latitude Advisors use?
Latitude Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $497M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Latitude Advisors have?
Latitude Advisors has 66 investment adviser representatives registered with state securities authorities, out of 66 employees, and 65 perform investment advisory functions. 57 employees are registered representatives of a broker-dealer and 30 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Latitude Advisors invest in?
At the end of its last fiscal year, Latitude Advisors’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 10% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Latitude Advisors?
Latitude Advisors is owned through a holding company by Jeffrey Lasky and John Bivens. Its direct owner is Latitude Financial, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Latitude Advisors get paid?
Latitude Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Latitude Advisors registered with the SEC?
Yes, Latitude Advisors has been registered with the SEC as an investment adviser since 16 July 2009. Its CRD number is 151001 and its SEC file number is 801-70420.
Source: Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record
How do I contact Latitude Advisors?
Its phone number is 630-553-3730. Its website is latitudefinancial.net.