Livelsberger, Lynn Louis
● SEC registered since 2020CRD 117665SEC# 801-118391Ashland, OH
Reg. AUM
$176.4M
Employees
4
Accounts
380
Location
Ashland, OH
Livelsberger, Lynn Louis assets under management
Livelsberger, Lynn Louis is an investment advisory firm registered with the SEC based in Ashland, OH. The firm has been registered since 2020. It reports $176.4 million in regulatory assets under management and employs 4 people.
Livelsberger, Lynn Louis owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lynn Louis Livelsberger Control | Owner/Chief Compliance Officer | Over 75% | 1990 |
Frequently asked questions
How much does Livelsberger, Lynn Louis manage?
Livelsberger, Lynn Louis reports $176.4 million in regulatory assets under management on its Form ADV.
How many employees does Livelsberger, Lynn Louis have?
Livelsberger, Lynn Louis reports 4 employees.
Where is Livelsberger, Lynn Louis located?
Livelsberger, Lynn Louis is based in Ashland, OH and has been SEC-registered since 2020.
Does Livelsberger, Lynn Louis disclose fund performance?
Livelsberger, Lynn Louis is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 122 West Washington Street, Suite D, Ashland, OH 44805 |
| Phone | 419-289-7165 |
| Fax | 419-281-2108 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 80164082 |
| Discloses disciplinary history | No |
Regulatory AUM
$176.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$176.4Mregulatory AUM
Discretionary $174MNon-discretionary $2.4M