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LIVELSBERGER FINANCIAL ADVISORY
Legal name: LIVELSBERGER, LYNN LOUIS
CRD 117665File 801-118391
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$176.4M
Bottom 25% of cohort (national)
Discretionary AUM
$174.0M
Non-discretionary $2.4M
Clients
380
380 accounts
Employees
4
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 379 | 380 | increased by1 |
| Apr 1, 2026 | AUM | $160,941,461 | $176,353,803 | increased by$15,412,342 |
| Apr 1, 2026 | Accounts | 1,004 | 380 | decreased by624 |
| Jan 1, 2026 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 375 | 379 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $137,450,878 | $160,941,461 | increased by$23,490,583 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 380 | 1,004 | increased by624 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 400 | 375 | decreased by25 |
| Apr 1, 2022 | AUM | $139,497,800 | $137,450,878 | decreased by$2,046,922 |
| Apr 1, 2022 | Accounts | 1,239 | 380 | decreased by859 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIVELSBERGER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIVELSBERGER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.