# Lively Financial LLC

> Lively Financial LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 324940
- Filed as: LIVELY FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324940
- AdvisorCensus page: https://advisorcensus.com/firm/lively-financial-llc-324940

## Quick answers

**How is Lively Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lively Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lively Financial LLC registered with the SEC or a state?**
Lively Financial LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324940.

**How much does Lively Financial LLC manage?**
Lively Financial LLC reports $1,403,507 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**What types of clients does Lively Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Lively Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324940

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,403,507
- Discretionary: $0
- Non-discretionary: $1,403,507

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,403,507 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- livelyfinancial.net
- queencitytaxservices.com
- Facebook @chad.lively.5680
- Facebook facebook.com
- LinkedIn @lively-financial-llc
- LinkedIn @chad-lively-b8ab99b8
- YouTube @UCIirMXONO9sgV1w6i8siW6g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lively Financial LLC (CRD 324940): Form ADV filing data as of October 2026.