SourcingSourcing

LIVELSBERGER, LYNN LOUIS

A75
CRD 117665·SEC 801-118391·ASHLAND, OH
AUM
$176.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$529K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIVELSBERGER, LYNN LOUIS
CRD
117665
SEC file #
801-118391
EIN
—
DBA names
Livelsberger Financial Advisory

Economics

AUM
$176.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$129.9M → $176.4M▲ +36%
Client mix
Individuals Other365
Pension Profit Sharing Plans8
Individuals High Net Worth6
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
ASHLAND OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesCommissions

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
livelsbergerfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIVELSBERGER, LYNN, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LIVELSBERGER, LYNN, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LIVELSBERGERFINANCIAL.COM
Rdap Domain Creation Date
2012-09-06T17:07:25Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-06T17:07:25Z
Rdap Domain Last Changed
2025-09-07T18:05:37Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1370517
Trust Company Affiliate
No

People (1)

1
LIVELSBERGER, LYNN, LOUIS
IAR · Direct Owner · 87.5%
1370517