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
- HNWI61.8%
- Individuals28.99%
- Pension & Profit Sharing Plans9.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Live Oak Investment Partners is an independent, LLC-structured registered investment adviser that came under SEC registration in 2019. The firm is individually owned and serves a mixed client base of individuals, families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. Compensation is flexible — Live Oak charges percentage-of-AUM fees as well as hourly and fixed fees depending on the engagement. The firm does not describe itself as an active ESG investor and it is not identified as a multistate adviser or 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 3MICHAEL 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
Similar firms
WATERCOLOR FINANCIAL
RIAAUSTIN, TX
VALTERRA PARTNERS LLC
RIAAUSTIN, TX
CENTENNIAL ADVISORS, LLC
RIAAUSTIN, TX
LSCP ADVISORS, LLC
RIAAUSTIN, TX
CROWDSTREET ADVISORS, LLC
RIAAUSTIN, TX
SVRN ASSET MANAGEMENT, LLC
RIAAUSTIN, TX