A complete list of active advisors currently associated with Livingston Wealth Advisory

Warmer can help you find a great advisor at Livingston Wealth Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Livingston Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bradley Livingston	Conroe, TX	30

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