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Livelsberger Financial Advisory
Livelsberger Financial Advisory is a registered investment adviser headquartered in Ashland, Ohio. Founded by experienced professionals, the firm provides financial advisory and investment management services tailored primarily to individuals preparing for or entering retirement as well as other investors seeking guidance on wealth accumulation and distribution strategies. They guide clients through complex financial decisions and retirement planning, with a focus on personalized service, and appear to have fewer than 10 employees as indicated by the company's size and scope. The firm serves clients locally and provides comprehensive advice on retirement distributions, Social Security strategies, and appropriate investment options.
Investment Strategy
Livelsberger Financial Advisory focuses on personalized investment management with a strong emphasis on retirement planning. Their strategy includes helping clients—particularly retirees—understand and optimize distribution options, select investments appropriate for their goals and risk tolerance, and navigate major financial decisions such as timing Social Security benefits. The firm offers tailored advice to create a financial plan designed to ensure long-term financial security and income throughout retirement.
Latest 13F Filing Activity
Livelsberger Financial Advisory filed their most recent 13F report on Sep 30, 2025 disclosing 6 equity positions with a total 13F market value of $3M. The fund increased holdings in Abbvie Inc., Apple Inc., Parker-hannifin Corp. among other positions. Livelsberger Financial Advisory reduced exposure to RPM Intl Inc., Norfolk Southn Corp., Ecolab Inc. among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABBV | ABBVIE INC | 39.51% | $1.1M | 4,580 | $158.77 | $231.54 | +$213.4K |
A AAPL | APPLE INC | 16.47% | $442.1K | 1,736 | $192.77 | $254.63 | +$86.2K |
A ABT | ABBOTT LABS | 16.33% | $438.4K | 3,273 | $113.45 | $133.94 | -$6.2K |
P PH | PARKER-HANNIFIN CORP | 9.40% | $252.2K | 333 | $632.33 | $758.15 | +$20.4K |
M MSFT | MICROSOFT CORP | 9.27% | $248.8K | 480 | $497.41 | $517.95 | +$10.0K |
Industry Allocation
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