Live Oak Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated June 23, 2025, reports $236M in regulatory assets under management, 4 employees, and 822 accounts.
Assets Under Management
$236M
Employees
4
Offices
--
Total Clients
326
Primary office
AUSTIN, TX
3103 BEE CAVE ROAD, SUITE 104, AUSTIN, TX, United States
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
250
2
HNWI
20.6%
67
3
Pension Plans
2.5%
8
4
Other Advisers
0.3%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of June 23, 2025
Discretionary90.8%
$214M
91% of total RAUM90.8%
Non-discretionary9.2%
$22M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$236M
Total Accounts822
10Y AUM Change+$236M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee82:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.