Livingston Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and investment advisory services to a broad set of client types, including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. It is newly established and currently reports no assets under management, and it does not impose a minimum account size for investment management.
The firm constructs client-specific Investment Policy Statements and may manage accounts on a discretionary basis, using a combination of fundamental and technical analysis to evaluate investments. Portfolios are built primarily around a smart‑beta approach that emphasizes factor‑based and sector ETFs and may employ both long‑term and short‑term trading strategies.
Noteworthy aspects include the explicit use of factor-based/smart‑beta ETF strategies together with a blended fundamental/technical research process, a mix that is less common among solo, recently formed advisers. The firm also does not participate in wrap fee programs, does not hold client custody, and does not vote proxies on clients’ behalf, leaving proxy voting to clients and their custodians.
Client services
Expertise
Fee options
$0 - $2,500,000: 0.95% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.70%
Main office
Conroe TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Livingston Wealth Advisory · Livingston Wealth Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)