LIVE OAK WEALTH ADVISORY GROUP, LLC

Overview

Live Oak Wealth Advisory Group, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2021. The firm is owner-operated and focuses its practice on individual and family clients, offering comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm also participates in other financial product sales activities. It does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives