# LIVE OAK MANAGEMENT GROUP, LLC

LIVE OAK MANAGEMENT GROUP, LLC of BLUFFTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 287840
- Type: SEC-registered investment adviser
- SEC file number: 801-136189
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Hunter Boyd | MANAGING MEMBER; MANAGING MEMBER/CIO | — |
| Kristin Marie Winslow | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287840/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287840/similar
- Related entities: https://search.stillhousedata.com/firm/287840/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287840

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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.