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| Live Oak Private Wealth LLC
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| CRD # | 297904 |
| SEC # | 801-113818 |
| CIK # | 0001799877 |
| AUM | 1,320.4 M (2026-04-29) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-469-5679 |
| Address | 1741 Tiburon Drive Wilmington, NC 28403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.0 | ||
| Alphabet Inc | 19.9 | ||
| Bank of America Corp /DE/ | 19.7 | ||
| Schwab Charles Corp | 18.8 | ||
| Alphabet Inc | 18.2 | ||
| J P Morgan Chase & Co | 16.0 | ||
| Cisco Systems Inc | 15.8 | ||
| Dollar Tree Inc | 15.3 | ||
| Microsoft Corp | 14.9 | ||
| Lowes Companies Inc | 14.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 130.4 |
| (b) Individuals (high net worth individuals) | 268 | 1,137.9 |
| (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 | 1.4 |
| (h) Charitable organizations | 10 | 20.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 7 | 30.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,157 | 1,320.4 |
| By Discretionary | ||
| Discretionary | 1,157 | 1,320.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,157 | 1,320.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,320.1 | |
| Total | 1,157 | 1,320.4 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Teachers' Retirement Security for Illinois Educators |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799877] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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