L
CRD: 117665
Livelsberger Financial Advisory
$176.4M Total AUM
$174.0M Disc. AUM
3.3% 3Y CAGR
4 Employees
380 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2012
- Office Locations
- 1
Office Locations
122 West Washington Street Suite D Ashland OH
About Livelsberger Financial Advisory
Livelsberger Financial Advisory is an Ashland, Ohio-based RIA focused on retirees and pre-retirees navigating retirement distributions, withdrawal strategy, and Social Security timing, supported by broader financial planning. Investment approach emphasizes asset allocation and active management using public funds and ETFs, with custody through Charles Schwab.
Team overview
-- AVG AGE
$176.4M AVG AUM / ADVISOR
$464.1K AVG AUM / CLIENT
14.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LYNN LOUIS LIVELSBERGER
Chief Compliance Officer, Owner
- CRD
- #1370517
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,989,082 | $593,819 |
| Non-Discretionary | $2,364,721 | $27,181 |
| Total | $176,353,803 | $464,089 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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