LIVELY FINANCIAL LLC

LIVELY FINANCIAL LLC is an SEC-registered investment adviser (CRD 324940). Regulatory assets under management: $1.4M.

Registration

• CRD: 324940
• Type: Registered investment adviser
• Phone: (513) 202-6549
• Latest filing: 2026-03-24
• Regulatory AUM: $1.4M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search