|
⚲
|
| Keyboard |
| Livelsberger Lynn Louis
✚
|
|
|---|---|
| CRD # | 117665 |
| SEC # | 801-118391 |
| CIK # | 0080164082 |
| AUM | 176.4 M (2026-03-18) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 419-289-7165 |
| Address | 122 West Washington Street Ashland, OH 44805 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 137.6 |
| (b) Individuals (high net worth individuals) | 6 | 28.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.9 |
| (h) Charitable organizations | 1 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 176.4 |
| By Discretionary | ||
| Discretionary | 293 | 174.0 |
| Non-Discretionary | 87 | 2.4 |
| Total | 380 | 176.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.4 | |
| Total | 380 | 176.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
SMB Financial Services Inc
✚
|
OR | 177.8 M |
|
Oak Financial Group Inc
✚
|
177.2 M | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 177.1 M |
|
Familywealth Asset Management
✚
|
FL | 177.0 M |
|
Kelsey Financial LLC
✚
|
CA | 176.2 M |
|
Intentional LLC
✚
|
SC | 175.8 M |
|
Downing Street Wealth Management LLC
✚
|
CO | 175.6 M |
|
Light Financial Services Inc
✚
|
ND | 175.5 M |
|
Meliora Capital LLC
✚
|
OK | 174.8 M |
|
Sageoak Financial LLC
✚
|
OK | 174.8 M |