RIA Intel›Advisers›Ohio›LIVE AND GIVE FINANCIAL LLC

LIVE AND GIVE FINANCIAL LLC

Advisory

OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$44K

across 10 accounts

AUM per adviser

$438K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$438K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$438K

Discretionary AUM$438K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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