# Livelsberger Financial Advisory

> 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.

- CRD: 117665
- Filed as: LIVELSBERGER FINANCIAL ADVISORY
- Legal name: Livelsberger, Lynn Louis
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ashland, OH
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117665
- AdvisorCensus page: https://advisorcensus.com/firm/livelsberger-financial-advisory-ashland-oh-117665

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> We do not impose account minimums.

- Hourly rate: $75 an hour (financial planning and consulting matters beyond that of assets under our…)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $176,353,803
- Discretionary: $173,989,082
- Non-discretionary: $2,364,721

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 365 | $137,607,451 |
| High net worth individuals | 6 | $28,012,048 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $8,941,559 |
| Charitable organizations | 1 | $1,792,745 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- livelsbergerfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $139,497,800 | 6 | March 23, 2021 |
| October 2022 | $137,450,878 | 5 | March 14, 2022 |
| October 2023 | $160,044,406 | 5 | February 28, 2023 |
| October 2024 | $141,103,850 | 4 | March 18, 2024 |
| October 2025 | $160,941,461 | 5 | April 18, 2025 |
| October 2026 | $176,353,803 | 4 | March 18, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Livelsberger Financial Advisory (CRD 117665): Form ADV filing data as of October 2026.