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LIVINGSTON & JEFFERSON INC

Advisory

N·CINCINNATI, OH

Data as of Jun 8, 2020 · Source: SEC Form ADV

Total AUM

$52M

1-Year AUM Growth

-72.4%

3-Year CAGR

-30.7%

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$51M

Non-Discretionary AUM$596K

Discretionary %98.8%

Total Clients—

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingFeb 23, 2001

Latest FilingJun 8, 2020

🔒 Full AUM trend chart and 30 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIVINGSTON & JEFFERSON INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.