# LIVE OAK WEALTH ADVISORY GROUP, LLC

LIVE OAK WEALTH ADVISORY GROUP, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 154962
- Type: SEC-registered investment adviser
- SEC file number: 801-122404
- Location: 3730 KIRBY DRIVE, SUITE 1200, HOUSTON, TX, 77030
- Phone: 281-822-9200
- Latest filing: 2026-06-25
- Regulatory AUM: $155.5M
- Discretionary AUM: $155.5M
- Clients: 6
- Accounts: 293

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Scott Solo | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Houston, TX |
| SOLO JONATHAN SCOTT | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| JOBES WILLIAM KENNETH | MANAGING MEMBER | — |
| WIGGINS ROBERT E | CHIEF COMPLIANCE OFFICER | — |
| SOLO JON | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SOLO MICHELLE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154962/similar
- Related entities: https://search.stillhousedata.com/firm/154962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154962

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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.