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LIVE OAK INVESTMENT PARTNERS
Legal name: LIVE OAK INVESTMENT PARTNERS, LLC
CRD 304406File 801-116882
APPROVED
Retail clients
Filing as of Jun 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$266.4M
Below cohort median (national)
Discretionary AUM
$242.3M
Non-discretionary $24.1M
Clients
331
823 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 2, 2019
- Principal office
- 3103 BEE CAVE ROAD, SUITE 104, AUSTIN, TX, 78746-5523
- Phone
- 512-532-4700
- Website
- http://www.investliveoak.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $266.4M
- Discretionary AUM
- $242.3M
- Non-discretionary AUM
- $24.1M
- Discretionary accounts
- 813
- Non-discretionary accounts
- 10
- Total accounts
- 823
- AUM per client
- $805K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 10 | $24.1M |
| Other investment advisers | Fewer than 5 | $911 |
| High net worth individuals | 67 | $164.3M |
| Individuals (other than high net worth individuals) | 253 | $78.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 326 | 331 | increased by5 |
| Jul 1, 2026 | AUM | $235,538,811 | $266,414,241 | increased by$30,875,430 |
| Jul 1, 2026 | Accounts | 822 | 823 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 394 | 326 | decreased by68 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $220,309,755 | $235,538,811 | increased by$15,229,056 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 770 | 822 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 278 | 394 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $188,369,887 | $220,309,755 | increased by$31,939,868 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 676 | 770 | increased by94 |
| Jun 1, 2022 | Clients | 252 | 278 | increased by26 |
| Jun 1, 2022 | AUM | $192,400,862 | $188,369,887 | decreased by$4,030,975 |
| Jun 1, 2022 | Accounts | 690 | 676 | decreased by14 |
| Dec 1, 2021 | Employees | 4 | 3 | decreased by1 |
| Oct 1, 2021 | Employees | 3 | 4 | increased by1 |
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.