Live Oak Investment Partners
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%
- Pension & Profit Sharing Plans8.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Live Oak Investment Partners is an independent, SEC‑registered registered investment adviser formed as an LLC in 2019. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Live Oak is not listed as an active ESG investor and is not characterized as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents17%
- State & Local Bonds3%
Contacts
3 of 3
Michael Hostick
Founder & Portfolio ManagerCRD 4353542
Michael Charles
Senior Investment Portfolio AnalystCRD 4209666
Christine Vu
Director, InvestmentsCRD 6278412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$134M in ETFs
42%
$56.3M
52%
$78.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $13.2M | 206,423 | 9.84% |
Location
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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