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Firm profile

Livelsberger Financial Advisory

ASHLAND, OHCRD 117665Latest ADV March 18, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLynn L. Livelsberger

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2020. Charts show the most recent available filing segment under this CRD.

* 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.