Live Oak Advisors, LLC

Overview

Live Oak Advisors, LLC is a small advisory firm organized as an LLC that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a clear tilt toward public equities—specifically exchange-traded securities—as its primary allocation. Live Oak does not identify as an active ESG investor and does not report multi-state advisory activity. Its business model is straightforward: deliver advisory and planning services with discretionary management centered on equity exposures and complemented by mutual funds and third-party alternative managers. Investment activity centers on liquid, exchange-traded vehicles for core exposures, while third-party managers supply access to non-core, less liquid strategies. The firm is not listed as a pension consultant or capital allocator and appears focused on managing a small number of concentrated accounts rather than a broad retail client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices