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Live Oak Wealth Advisory Group, LLC

● SEC registered since 2021CRD 154962SEC# 801-122404Houston, TX
Export (members)
Reg. AUM
$143M
Employees
6
Accounts
308
Location
Houston, TX

Live Oak Wealth Advisory Group, LLC assets under management

Live Oak Wealth Advisory Group, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2021. It reports $143 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/live-oak-wealth-advisory-groupView on SEC.gov ↗

Live Oak Wealth Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Scott Solo ControlManaging Member And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Live Oak Wealth Advisory Group, LLC manage?

Live Oak Wealth Advisory Group, LLC reports $143 million in regulatory assets under management on its Form ADV.

How many employees does Live Oak Wealth Advisory Group, LLC have?

Live Oak Wealth Advisory Group, LLC reports 6 employees.

Where is Live Oak Wealth Advisory Group, LLC located?

Live Oak Wealth Advisory Group, LLC is based in Houston, TX and has been SEC-registered since 2021.

Does Live Oak Wealth Advisory Group, LLC disclose fund performance?

Live Oak Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3730 Kirby Drive, Suite 1200, Houston, TX 77030
Phone281-822-9200
Fax281-524-6005
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143M
Non-discretionary$0
Total (RAUM)$143M