Live Oak Wealth Advisory Group, LLC

Overview

Live Oak Wealth Advisory Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes asset-based fees, hourly charges and fixed fees, and the firm also conducts other financial product sales. Live Oak is not set up as a capital allocator running proprietary alternative funds and is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices