Live Oak Private Wealth, LLC
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 297904
- Registered since
- August 13, 2018
- Website
- liveoakprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.18%
- Individuals9.88%
- Corporations / Businesses2.31%
- Charitable Organizations1.54%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Live Oak Private Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration 2018) and identifies as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include AUM-based charges alongside hourly and fixed-fee options. Core advisory services cited include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, selection of other advisers, and publication of periodic newsletters. The firm does not list itself as an active ESG investor.
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 Equities57%
- Cash & Cash Equivalents13%
- US Government Bonds10%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$183M in ETFs
15%
$26.9M
85%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $63.6M | 1,214,868 | 34.72% |
Location
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 1741 Tiburon Dr
- Time zone
- ET (UTC-5)
- Office locations
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