# LIVE OAK FAMILY OFFICES LLC

LIVE OAK FAMILY OFFICES LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 141570
- Type: SEC-registered investment adviser
- SEC file number: 801-123444
- Location: 888 EXECUTIVE CENTER DRIVE W., SUITE 101, ST. PETERSBURG, FL, 33702
- Phone: 727-576-1245
- Latest filing: 2025-02-03
- Regulatory AUM: $158.3M
- Discretionary AUM: $158.3M
- Clients: 2
- Accounts: 185

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Patrick Mccutcheon | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| PLATT PHILIP THOMAS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MCCUTCHEON KEVIN PATRICK | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-05-09 | regulatory | FIRM FAILED TO MAINTAIN ACCURATE FORM ADV; INCLUDED TESTIMONIAL ON WEBSITE; FAILED TO HAVE WRITTEN CONTRACTS WITH CLIENTS; FAILED TO MAINTAIN WRITTEN SUPERVISORY PROCEDURES; ADVISORY AFFILIATE FAILED TO TIMELY UPDATE FORM U-4; FIRM FAILED TO INCLUDE REQUIRED LANGUAGE IN ITS AGREEMENT WITH CPA; FIRM… | Final | $8K |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LIVE OAK MASTER FUND LP | Other Private Fund | Florida | 13 | $12.3M | $1.0M |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141570/similar
- Related entities: https://search.stillhousedata.com/firm/141570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141570

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.