LIVELSBERGER FINANCIAL ADVISORY

Legal name: LIVELSBERGER, LYNN LOUIS

CRD 117665File 801-118391

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$176.4M

Bottom 25% of cohort (national)

Discretionary AUM

$174.0M

Non-discretionary $2.4M

Clients

380

380 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Sole Proprietorship
Firm type: Registered
SEC region: CHRO
Registration date: Apr 3, 2020
Principal office: 122 WEST WASHINGTON STREET, SUITE D, ASHLAND, OH, 44805
Phone: 419-289-7165
Website: HTTP://WWW.LIVELSBERGERFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $176.4M
Discretionary AUM: $174.0M
Non-discretionary AUM: $2.4M
Discretionary accounts: 293
Non-discretionary accounts: 87
Total accounts: 380
AUM per client: $464K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.8M
High net worth individuals	6	$28.0M
Pension and profit sharing plans	8	$8.9M
Individuals (other than high net worth individuals)	365	$137.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.