This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$176MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$174M

Private client RAUM

$166MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$176Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

380

Individual clients

365

High net worth clients

6

Custody, client assets

$79.7M

SEC number

801-118391

CIK

80164082

CRD

117665

Filings on the tape

15

First filed

Feb 24, 2012

Latest filed

Mar 18, 2026

Organised

Sole Proprietorship, OH

Website

livelsbergerfinancial.com

• Occurred

  Mar 6, 2020
  First Form ADV filing

  Livelsberger Financial Advisory filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3347a77d-1e89-315b-e430-7882a4eda098

First observed

Feb 24, 2012

Last observed

Mar 18, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.