LIVE OAK ADVISORS, LLC

LIVE OAK ADVISORS, LLC is an SEC-registered investment adviser (CRD 118417). Regulatory assets under management: $7.1M.

Registration

• CRD: 118417
• Type: Registered investment adviser
• Phone: (650) 796-7209
• Latest filing: 2026-03-26
• Regulatory AUM: $7.1M
• Discretionary AUM: $7.1M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118417 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search