Live Oak Wealth Advisory Group, LLC

Overview

Live Oak Wealth Advisory Group, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2021) and is owned by an individual. Its client focus is individuals and families; advisory services emphasize financial planning and portfolio management for individuals and small businesses. Compensation is flexible across percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is classified as an RIA rather than a capital allocator and lists activity as an "Other Financial Product Salesperson." It does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices