# LIVE OAK PRIVATE WEALTH, LLC

LIVE OAK PRIVATE WEALTH, LLC of WILMINGTON, NC is an SEC-registered investment adviser.

## Registration

- CRD: 297904
- Type: SEC-registered investment adviser
- SEC file number: 801-113818
- Location: 1741 TIBURON DRIVE, WILMINGTON, NC, 28403
- Phone: (844) 469-5679
- Latest filing: 2026-04-29
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 12
- Accounts: 1,157

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Frank Gehman Jolley | CO-CHIEF INVESTMENT OFFICER | Rocky Mount, NC |
| John William Coleman | CO-CHIEF INVESTMENT OFFICER | — |
| James Slaughter Mahan | MANAGER | — |
| Gregory William Seward | GENERAL COUNSEL | — |
| Terry Webb Sapp | CHIEF COMPLIANCE OFFICER | Rocky Mount, NC |
| Andrew Marshall Basinger | CEO | — |
| Walter Jeffrey Phifer | CHIEF FINANCIAL OFFICER | — |
| JOLLEY BETSY GEHMAN | CO-CHIEF INVESTMENT OFFICER | — |
| JONES JOSEPH WAYNE | CHIEF FINANCIAL OFFICER | — |
| CUSTER SCOTT MEREDITH | MANAGER | — |
| SAPP TERRY WEBB | CHIEF COMPLIANCE OFFICER | — |
| MAHAN JAMES SLAUGHTER | MANAGER | — |
| CARROLL JASON AARON | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| CAINES STEVEN BRETT | MANAGER AND CHIEF FINANCIAL OFFICER | — |
| COLEMAN JOSHUA WILLIAM | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| JANSON SUSAN NICETA | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SEWARD GREGORY WILLIAM | GENERAL COUNSEL | — |
| BASINGER ANDREW MARSHALL | CEO | — |
| PHIFER WALTER JEFFREY | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297904/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297904/similar
- Related entities: https://search.stillhousedata.com/firm/297904/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297904

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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.