SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Live Oak Investment Partners
Austin, TX
Live Oak Investment Partners, LLC, CRD 304406
Firm filing updated June 12, 2026 ·
- $266.4MAssets
- 3Advisory staff
- 823Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals253
- High net worth individuals67
- Investment companies10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 253 | $78.0 million |
| High net worth individuals | 67 | $164.3 million |
| Investment companies | 10 | $24.1 million |
| Other investment advisors | Fewer than 5 clients | $911 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$266.4 million
- Accounts823
- Discretionary$242.3 million · 813 accounts
- Non-discretionary$24.1 million · 10 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps2
- Licensed insurance agents1
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Live Oak Investment Partners, LLC SEC-registered investment advisor. CRD 304406, SEC file 801-116882.
- Registered with the SEC as an investment advisor (status date on record: July 2, 2019).
Is Live Oak Investment Partners a fiduciary?
Short answer: Live Oak Investment Partners is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.