Latitude Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, asset allocation recommendations and written investment strategies. The firm reports serving 87 clients with $6,330,849 in assets under management and states there is no minimum account size.
Advice is tailored to clients’ investment objectives, time horizon and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies; clients may impose written restrictions on investments. LIG states it offers both discretionary and non‑discretionary management and may recommend third‑party sub‑advisors, but its brochure reports $0 in discretionary assets and all reported AUM as non‑discretionary as of February 6, 2026.
The firm discloses that a co‑owner and principal holds multiple broker‑dealer registrations and wholesaler roles and is also a licensed insurance agent, activities that can give rise to commissionable business and potential conflicts of interest (the brochure notes these outside activities generally do not exceed 30% of that person’s time). LIG recommends clients use Charles Schwab as custodian, does not take physical custody of client assets, and limits custody to authorization for fee deduction.
Client services
Expertise
Fee options
2% annually
$250 - $400 per hour (negotiable), not exceeding $250/hour for Washington clients
Main office
See office1125 Sanctuary Parkway, Suite 120
Alpharetta GA 30009
Advisors at this office
1
Offices (3)
Most active in
Georgia · Iowa · Kentucky · Nevada · North Carolina · Texas
Also doing business as
Latitude Investment Group · Latitude Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gordon S
Series 63, Series 65
Alpharetta, GA
Latitude Investment Group
Gordon Sylvester is a financial advisor at Latitude Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Capital Corporation and Allianz Life Insurance Company of North America. Outside of advisory work, he manages Divergent Financial Group Corp., an insurance marketing organization. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, and tailored investment strategies. The firm serves 87 clients with $6.3 million in assets under management and employs both discretionary and non-discretionary approaches.
Sean S
ChFC®, Series 63, Series 65
Windsor Heights, IA
Latitude Investment Group
Sean Stevens is a financial advisor with Latitude Investment Group in Windsor Heights, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Triumph Wealth Advisors and several securities firms. Outside of his advisory work, Stevens owns and supervises a bar and an event center in Windsor Heights. Latitude Investment Group provides investment advisory and financial planning services to individual clients, focusing on tailored advice through managed accounts, portfolio reviews, and asset allocation strategies with no minimum account size.
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 registration. Prior to joining Latitude Investment Group, he worked at Divergent Capital Asset Management, Atlas Financial Advisors, SOFOS Investments, and Securities America. Outside of investment advisory, he operates Hermesch Group as a traditional life insurance agent specializing in life insurance, long-term care, fixed annuities, and federal employee benefits. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, asset allocation recommendations, and written investment strategies tailored to clients’ objectives and risk tolerance.
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