LIVE OAK INVESTMENT PARTNERS, LLC

LIVE OAK INVESTMENT PARTNERS, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 304406). Regulatory assets under management: $266.4M.

Registration

• CRD: 304406
• SEC file number: 801-116882
• Type: Registered investment adviser
• Location: 3103 BEE CAVE ROAD, SUITE 104, AUSTIN, TX, 78746-5523
• Phone: 512-532-4700
• Latest filing: 2026-06-12
• Regulatory AUM: $266.4M
• Discretionary AUM: $242.3M
• Non-discretionary AUM: $24.1M
• Clients: 4
• Accounts: 823

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304406 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search