LIVELSBERGER FINANCIAL ADVISORY

RIASEC RegisteredEst. 2020

Total AUM

$176M

Discretionary

$174M

99% of AUM

Avg account

$464K

Accounts

380

Employees

Advisory reps

Firm details

Headquarters: ASHLAND, Ohio
CRD number: 117665
Registered since: April 3, 2020
Website: www.livelsbergerfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: Individuals78.03%
HNWI15.88%
Pension & Profit Sharing Plans5.07%
Charitable Organizations1.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Livelsberger Financial Advisory is a small, independent registered investment adviser organized as a sole proprietorship and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional relationships, with an owner-operated structure that keeps decision-making centralized. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. In addition to advisory work, the firm operates as an insurance broker. Investment activity centers on professionally managed public funds and mutual funds as the primary holding type, with supplemental allocations to external alternative managers. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser. Compensation comes through a mix of percentage-of-assets fees, hourly charges and some commission-based business.