|
⚲
|
| Keyboard |
| Live Oak Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 304406 |
| SEC # | 801-116882 |
| CIK # | 0001822262 |
| AUM | 266.4 M (2026-06-12) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 512-532-4700 |
| Address | 3103 Bee Cave Road Austin, TX 78746-5523 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Rio Tinto PLC | 2.3 | ||
| Allstate Corp | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Suncor Energy Inc | 2.1 | ||
| Visa Inc | 2.0 | ||
| Navios Maritime Partners LP | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Merck & Co Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 78.0 |
| (b) Individuals (high net worth individuals) | 67 | 164.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 24.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 823 | 266.4 |
| By Discretionary | ||
| Discretionary | 813 | 242.3 |
| Non-Discretionary | 10 | 24.1 |
| Total | 823 | 266.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.4 | |
| Total | 823 | 266.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001822262] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rahlfs Capital LLC
✚
|
271.6 M | |
|
Parsonex Advisory Services Inc
✚
|
CO | 271.3 M |
|
Sage Financial Advisors Inc
✚
|
AZ | 270.3 M |
|
Barr Financial Services LLC
✚
|
FL | 269.2 M |
|
Echelon Group Inc
✚
|
ID | 265.2 M |
|
Harmony Point Wealth Advisors Inc
✚
|
CA | 263.2 M |
|
Horizon Financial Services LLC
✚
|
NC | 262.4 M |
|
Brucke Financial Inc
✚
|
262.4 M | |
|
Bradford Financial Services Corp
✚
|
261.9 M | |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 261.7 M |