Live Oak Investment Partners

RIASEC RegisteredEst. 2019

Total AUM

$266M

Discretionary

$242M

91% of AUM

Avg account

$324K

Accounts

823

Employees

Advisory reps

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 organized as an LLC and first registered with the SEC in 2019. Ownership is held by an individual principal. The firm serves both individual and family clients as well as institutional accounts and bills using a mix of asset-based fees, hourly work, and fixed-fee arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational workshops. The firm does not identify as an active ESG investor and is not structured as a capital allocator or a related adviser to other firms. Its practice appears centered on traditional wealth management and retirement-oriented consulting rather than multi-state or broadly institutional consulting platforms.