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Latitude Investment Group

Updated today

Client assets under management

$6,330,849

Clients

87

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$72,768

About

Latitude Investment Group is a small, recently formed registered investment adviser that serves individual clients through portfolio management and financial planning services. The firm offers managed accounts, written investment strategies, and consulting on topics such as risk management, estate planning, and financial decision‑making.

LIG describes a tailored investment approach that uses asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term trading, and it allows clients to impose written restrictions on investments. The firm predominantly operates in a non‑discretionary capacity—reporting $0 in discretionary assets and $6,330,849 in non‑discretionary assets as of February 6, 2026—and may recommend third‑party sub‑advisors or wrap fee programs when those solutions fit a client’s objectives.

What distinguishes the firm among peers is its ownership’s active affiliations with other financial industry channels: a principal is registered with a broker‑dealer and also conducts insurance sales as a licensed agent, activities the brochure discloses as potential conflicts and notes are limited in time commitment. The firm also emphasizes operational practices that are notable for a small advisor, including recommending a primary custodian relationship (Charles Schwab), supervising sub‑advisors while including their fees within its advisory fee in some cases, and performing periodic due diligence on service providers that use artificial intelligence components.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Cash flow / budgeting

Fee options

Fixed

$500 to $5,000 per project for longer-term consulting projects

Project-based

$250 - $500 per hour, negotiable

Main office location

Latitude Investment Group

1125 Sanctuary Parkway, Suite 120

Alpharetta GA 30009, United States

Number of offices

3

Most active in

Georgia · Iowa · Kentucky · Nevada · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gordon S

Series 63, Series 65

Alpharetta, GA

Latitude Investment Group

Gordon Sylvester is a financial advisor at Latitude Investment Group with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Capital Corporation, Allianz Life Insurance, and Divergent Financial Group Corp. In addition to his advisory role, he manages an insurance marketing organization, Divergent Financial Group Corp., focused on fixed annuities and life insurance wholesaling. Latitude Investment Group is a registered investment adviser serving individual clients with portfolio management and financial planning services. The firm employs a tailored investment approach emphasizing asset allocation, dollar-cost averaging, and both short- and long-term trading, primarily operating in a non-discretionary capacity.

Annuities Cash flow / budgeting
user avatar

Sean S

ChFC®, Series 63, Series 65

Windsor Heights, IA

Latitude Investment Group

Sean Stevens is a financial advisor at Latitude Investment Group with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Latitude Investment Group in 2026, he worked at Triumph Wealth Advisors, Inc. for seven years and has been involved with Midwest Associates, Inc. since 1990. Outside of his advisory work, Stevens owns and supervises a bar and an event center in Windsor Heights, IA. Latitude Investment Group is a small registered investment adviser serving individual clients with portfolio management and financial planning services. The firm uses a tailored investment approach that includes asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term trading, operating predominantly in a non-discretionary capacity.

Annuities Cash flow / budgeting
user avatar

Timothy H

ChFC®, Series 63

Houston, TX

Latitude Investment Group

Timothy Hermesch is a financial advisor at Latitude Investment Group with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Latitude Investment Group, he worked at Divergent Capital Asset Management, Atlas Financial Advisors, and other firms. He also operates Hermesch Group as a traditional life insurance agent, focusing on life insurance, long-term care, fixed annuities, and federal employee benefits. Latitude Investment Group is a small registered investment adviser serving individual clients with portfolio management and financial planning services. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and both short- and long-term trading, primarily in a non-discretionary capacity.

Annuities Cash flow / budgeting
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