AdvisorCensus / Financial advisors / Ohio / Livelsberger Financial Advisory
Livelsberger Financial Advisory
Filed as LIVELSBERGER FINANCIAL ADVISORY · Legal name Livelsberger, Lynn Louis
Livelsberger Financial Advisory is an SEC-registered investment advisory firm in Ashland, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is Livelsberger Financial Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Livelsberger Financial Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.
How much does Livelsberger Financial Advisory charge?
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $75 an hour (financial planning and consulting matters beyond that of assets under our…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Livelsberger Financial Advisory located?
Livelsberger Financial Advisory's principal office is in Ashland, OH, according to its Form ADV.
Is Livelsberger Financial Advisory registered with the SEC or a state?
Livelsberger Financial Advisory is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 117665.
How much does Livelsberger Financial Advisory manage?
Livelsberger Financial Advisory reports $176,353,803 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).
How have Livelsberger Financial Advisory's assets and staff changed since 2021?
In the Form ADV data for Livelsberger Financial Advisory: Regulatory assets under management: $139,497,800 in the October 2021 data and $176,353,803 in the October 2026 data, up 26%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Livelsberger Financial Advisory serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (365); pension and profit sharing plans (but not the plan participants or government pension plans) (8); high net worth individuals (6).
Which custodians does Livelsberger Financial Advisory use?
Livelsberger Financial Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Livelsberger Financial Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117665
Does Livelsberger Financial Advisory state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "We do not impose account minimums."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We do not impose account minimums.
Hourly rate: $75 an hour (financial planning and consulting matters beyond that of assets under our…)
The brochure's wording
Livelsberger Financial Advisory charges a flat $75.00 per hour for financial planning and consulting matters beyond that of assets under our direct management.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$176,353,803 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Livelsberger, Lynn Louis
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $176,353,803 | 4 | March 18, 2026 |
| October 2025 | $160,941,461 | 5 | April 18, 2025 |
| October 2024 | $141,103,850 | 4 | March 18, 2024 |
| October 2023 | $160,044,406 | 5 | February 28, 2023 |
| October 2022 | $137,450,878 | 5 | March 14, 2022 |
| October 2021 | $139,497,800 | 6 | March 23, 2021 |
Regulatory assets under management: $139,497,800 in the October 2021 data and $176,353,803 in the October 2026 data, up 26%.
Total employees: 6 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Livelsberger Financial Advisory (CRD 117665): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/livelsberger-financial-advisory-ashland-oh-117665