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| Keyboard |
| Live Oak Management Group LLC
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|---|---|
| CRD # | 287840 |
| SEC # | 801-136189 |
| CIK # | 0001575798, 0001997701 |
| AUM | 126.0 M (2026-05-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 843-540-1149 |
| Address | 18 Palmetto Way Bluffton, SC 29910 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 40.5 |
| (b) Individuals (high net worth individuals) | 37 | 84.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 0.7 |
| (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 | 177 | 126.0 |
| By Discretionary | ||
| Discretionary | 176 | 125.2 |
| Non-Discretionary | 1 | 0.8 |
| Total | 177 | 126.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 124.5 | |
| Total | 177 | 126.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001575798] | |
| 4 | [0001575798] | |
| SC 13D | [0001575798] | |
| D | [0001997701] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Live Oak Trust | Egain Corp | [2013-05-13] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| EGAIN Corp | |
| Live Oak Trust |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
EGAIN Corp EGAN
Common Stock
|
2013-09-10 | Gift | 563,124 | $0.00 | |
|
EGAIN Corp EGAN
Common Stock
|
2013-09-09 | Sell | 122,385 | $13.64 | 1,669,331 |
|
EGAIN Corp EGAN
Common Stock
|
2013-09-06 | Sell | 55,671 | $13.64 | 759,352 |
|
EGAIN Corp EGAN
Common Stock
|
2013-09-05 | Sell | 64,129 | $13.74 | 881,132 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Artesa Financial Group LLC
✚
|
TX | 126.6 M |
|
Kingwood Investment Group LLC
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|
TX | 126.5 M |
|
The Advisory Firm
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GA | 126.4 M |
|
Financial Empowerment LLC
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MN | 126.4 M |
|
Private Wealth Management LLC
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126.2 M | |
|
VIP Planners Inc
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VA | 126.2 M |
|
Integrity Road Wealth Partners LLC
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|
TX | 126.0 M |
|
BSC Capital Partners LLC
✚
|
IA | 125.8 M |
|
Index Financial Advisors LLC
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|
125.6 M | |
|
Berkeley Advisors Inc
✚
|
GA | 125.3 M |