# B. LIVELY FINANCIAL, LLC

B. LIVELY FINANCIAL, LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 340920
- Type: SEC-registered investment adviser
- Phone: 346-631-7840
- Latest filing: 2026-07-09
- Clients: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340920/similar
- Related entities: https://search.stillhousedata.com/firm/340920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340920

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.