LIVE OAK FAMILY OFFICES LLC

CRD 141570File 801-137240

APPROVED-120

Disclosure events

Filing as of Oct 19, 2026

Feed vintage Oct 24, 2026

Discuss this firm

Regulatory AUM

Bottom 25% of cohort (national)

Discretionary AUM

Clients

0 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Sep 8, 2026
Principal office: Not reported
Phone: (614) 266-8192
Website: HTTP://WWW.LOFOLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $0
Discretionary AUM: $0
Non-discretionary AUM: $0
Discretionary accounts: 0
Non-discretionary accounts: 0
Total accounts: 0
AUM per client: —

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11D4

Fees as stated in brochure

ADV Part 2A Item 5

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Filed changes

Date	Field	From	To	Change
Sep 9, 2026	Registration	—	APPROVED-120
Mar 1, 2025	Office Count	1	0
Mar 1, 2025	Clients	48	56	increased by8
Mar 1, 2025	AUM	$147,541,325	$158,350,000	increased by$10,808,675
Mar 1, 2025	Accounts	117	185	increased by68
Apr 1, 2024	Clients	41	48	increased by7
Apr 1, 2024	AUM	$141,279,382	$147,541,325	increased by$6,261,943
Apr 1, 2024	Accounts	105	117	increased by12
Apr 1, 2023	Clients	36	41	increased by5
Apr 1, 2023	AUM	$248,213,744	$141,279,382	decreased by$106,934,362
Apr 1, 2023	Accounts	210	105	decreased by105
Apr 1, 2022	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LIVE OAK” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIVE OAK” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.