LIVELSBERGER, LYNN LOUIS

LIVELSBERGER, LYNN LOUIS of ASHLAND, OH is an SEC-registered investment adviser (CRD 117665). Regulatory assets under management: $176.4M.

Registration

• CRD: 117665
• SEC file number: 801-118391
• Type: Registered investment adviser
• Location: 122 WEST WASHINGTON STREET, SUITE D, ASHLAND, OH, 44805
• Phone: 419-289-7165
• Latest filing: 2026-03-18
• Regulatory AUM: $176.4M
• Discretionary AUM: $174.0M
• Non-discretionary AUM: $2.4M
• Clients: 4
• Accounts: 380

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117665 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search