L
$1.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2023
- Office Locations
- 1
Office Locations
-- Newport KY
About Lively Financial LLC
Lively Financial LLC is a fee-only, fiduciary RIA in Newport, KY providing financial planning and investment advice for retail clients. The firm emphasizes collaborative, tailored planning and transparent guidance, with portfolios implemented primarily using ETFs and cash allocations. Clients can access accounts through the Altruist platform.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$175.4K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Chad William Lively
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #7292693
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,403,507 | -- |
| Total | $1,403,507 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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