LIVE AND GIVE FINANCIAL

LIVE AND GIVE FINANCIAL is an SEC-registered investment adviser (CRD 328352). Regulatory assets under management: $438K.

Registration

• CRD: 328352
• Type: Registered investment adviser
• Phone: 513-442-1010
• Latest filing: 2026-03-31
• Regulatory AUM: $438K
• Discretionary AUM: $438K
• Clients: 1
• Accounts: 10

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328352 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search