Live Oak Investment Partners

RIASEC Registered

Total AUM

$266M

Discretionary

$242M

91% of AUM

Avg account

$324K

Accounts

823

Employees

4

Advisory reps

3

Firm details

Headquarters: Austin, Texas
CRD number: 304406
Registered since: July 2, 2019
Website: www.investliveoak.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.67%
Individuals29.27%
Investment Companies9.06%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Live Oak Investment Partners is an independent registered investment adviser structured as an LLC and registered with the SEC in 2019. The firm serves both individuals and families as well as institutional clients, offering a mix of fee arrangements that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-type work, and educational seminars or workshops. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities54%
Public Funds/Mutual Funds26%
Cash & Cash Equivalents17%
State & Local Bonds3%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 46

Active vs passive

$146M in ETFs

Passive

44%

$64.6M

Active

50%

$81.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	Vanguard	Passive	Foreign Large Blend	$15.1M	213,251	10.32%

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Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region: South
County: Travis
Address: 3103 Bee Caves Rd
Time zone: CT (UTC-6)
Office locations

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