# Livelsberger Financial Advisory

Livelsberger Financial Advisory is a Bank / Wealth / Trust based in Ashland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ashland, United States
- **Region:** North America
- **Address:** Ashland, OH, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.livelsbergerfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/livelsberger-financial-advisory

## Regulatory record

- **CRD number:** 117665
- **SEC file number:** 801-118391
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Livelsberger Financial Advisory is an asset manager and wealth advisory firm based in Ashland, Ohio. The firm provides financial planning, business planning, and portfolio management services to a client base that includes individuals, high-net-worth investors, corporations, and non-profit organizations. Its presence in north-central Ohio positions it as a local, relationship-driven shop serving a regional community rather than competing on a national institutional stage. The firm's strategy centers on bespoke portfolio management and planning for private clients. Its service mix spans traditional wealth management disciplines, including investment advisory, retirement planning, and business financial planning. The geographic focus remains anchored in the Midwest, serving a concentrated client base from its single Ashland location. No publicly disclosed portfolio companies or institutional co-investments are available to characterize its underlying asset allocation. Operational scale is not publicly disclosed. The firm maintains no known additional offices, adjacent investment vehicles, or dedicated institutional funds. The firm's origins and named principals are not a matter of public record beyond its Ohio registration, leaving the leadership and exact founding date unconfirmed from available sources. As a small, regionally-focused advisory, Livelsberger Financial Advisory's structural differentiator lies in its community embeddedness. It serves as a local wealth manager for a tight geographic area, operating without the platform scale or product manufacturing capabilities of a national wirehouse. This independence allows it to function as a fiduciary hub for local families and small institutions, though limited public disclosure obscures any specific governance, succession, or investment-committee architecture.

## Related profiles

- [LiveLife Capital Partners](https://altss.com/profile/livelife-capital-partners)
- [Lively Wealth](https://altss.com/profile/lively-wealth)

---

Updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/livelsberger-financial-advisory

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology