LIVE OAK MANAGEMENT GROUP, LLC

LIVE OAK MANAGEMENT GROUP, LLC of BLUFFTON, SC is an SEC-registered investment adviser (CRD 287840). Regulatory assets under management: $126.0M.

Registration

• CRD: 287840
• SEC file number: 801-136189
• Type: Registered investment adviser
• Location: 18 PALMETTO WAY, SUITE B, BLUFFTON, SC, 29910
• Phone: 843-540-1149
• Latest filing: 2026-05-11
• Regulatory AUM: $126.0M
• Discretionary AUM: $125.2M
• Non-discretionary AUM: $755K
• Clients: 4
• Accounts: 177

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search