LIVELSBERGER, LYNN LOUIS
Legal name: LIVELSBERGER FINANCIAL ADVISORY
CRD #117665 SEC #801-118391 ASHLAND, OH 419-289-7165
SEC Registered
Total AUM
$160.9M
Discretionary
$160.9M
Employees
5
Clients
--
Accounts
1,004
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $160.9M | $160.9M | $0 | 5 | 0 |
| Apr 2025 | $160.9M | $160.9M | $0 | 5 | 0 |
| Mar 2025 | $160.9M | $160.9M | $0 | 5 | 0 |
| Mar 2024 | $141.1M | $141.1M | $0 | 4 | 2 |
| Feb 2023 | $160M | $153.2M | $6.9M | 5 | 0 |
| Mar 2022 | $137.5M | $112.5M | $25M | 5 | 3 |
| Mar 2021 | $139.5M | $139.5M | $0 | 6 | 400 |
| Mar 2021 | $139.5M | $139.5M | $0 | 6 | 400 |
| Feb 2021 | $139.5M | $139.5M | $0 | 6 | 400 |
| Jun 2020 | $129.9M | $104.9M | $25M | 1 | 400 |
| Mar 2020 | $129.9M | $104.9M | $25M | 1 | 400 |
| Mar 2012 | $61.5M | $0 | $61.5M | 1 | 300 |
| Feb 2012 | $61.5M | $0 | $61.5M | 1 | 300 |
| Mar 2011 | $58.7M | $0 | $58.7M | 5 | -- |
| Feb 2010 | $49M | $0 | $49M | 5 | -- |
| Feb 2008 | $59M | $0 | $59M | 5 | -- |
| Nov 2007 | $45M | $0 | $45M | 5 | -- |
| Feb 2007 | $45M | $0 | $45M | 5 | -- |
| Feb 2006 | $39M | $0 | $39M | 5 | -- |
DateDec 2025
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients2
DateFeb 2023
Total AUM$160M
Discretionary$153.2M
Non-Disc.$6.9M
Employees5
Clients0
DateMar 2022
Total AUM$137.5M
Discretionary$112.5M
Non-Disc.$25M
Employees5
Clients3
DateMar 2021
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees6
Clients400
DateMar 2021
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees6
Clients400
DateFeb 2021
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees6
Clients400
DateJun 2020
Total AUM$129.9M
Discretionary$104.9M
Non-Disc.$25M
Employees1
Clients400
DateMar 2020
Total AUM$129.9M
Discretionary$104.9M
Non-Disc.$25M
Employees1
Clients400
DateMar 2012
Total AUM$61.5M
Discretionary$0
Non-Disc.$61.5M
Employees1
Clients300
DateFeb 2012
Total AUM$61.5M
Discretionary$0
Non-Disc.$61.5M
Employees1
Clients300
DateMar 2011
Total AUM$58.7M
Discretionary$0
Non-Disc.$58.7M
Employees5
Clients--
DateFeb 2010
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees5
Clients--
DateFeb 2008
Total AUM$59M
Discretionary$0
Non-Disc.$59M
Employees5
Clients--
DateNov 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateFeb 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateFeb 2006
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees5
Clients--