Livelsberger Financial Advisory is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Ashland, OH. Its latest Form ADV filing, dated March 18, 2026, reports $176M in regulatory assets under management, 4 employees, and 380 accounts.
Assets Under Management
$176M
Employees
4
Offices
--
Total Clients
380
Primary office
ASHLAND, OH
122 WEST WASHINGTON STREET, SUITE D, ASHLAND, OH, United States
Top client segmentIndividuals represent 96.1% of total clients.
Top client categories% of clientsClients
1
Individuals
96.1%
365
2
Pension Plans
2.1%
8
3
HNWI
1.6%
6
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 18, 2026
Discretionary98.7%
$174M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$176M
Total Accounts380
10Y AUM Change+$46M (+35.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee95:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.