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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Live Oak Wealth Advisory Group LLC
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|---|---|
| CRD # | 154962 |
| SEC # | 801-122404 |
| CIK # | |
| AUM | $143.0 M (2025-03-14) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 281-822-9200 |
| Address | 3730 Kirby Drive Houston, TX 77030 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Quantstrat Digital Asset High Yield Fund LP | 2022-03-25 | 0.8 | |
| HF | Jobes SOLO Capital Fund LP | [2012-03-15] | 1.7 | 1.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 21.0 |
| (b) Individuals (high net worth individuals) | 43 | 121.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 143.0 |
| By Discretionary | ||
| Discretionary | 308 | 143.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 308 | 143.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.0 | |
| Total | 308 | 143.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jonathan Solo | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Global Investments LLC
✚
|
TX | 0.2 |
|
Traub Capital Management LLC
✚
|
MA | 0.2 |
|
Eliot Rose Wealth Management LLC
✚
|
RI | 0.2 |
|
Covey Capital Advisors LLC
✚
|
GA | 0.2 |
|
American Asset Management Inc
✚
|
FL | 0.1 |
|
Bannerstone Capital Management LLC
✚
|
MN | 0.1 |
|
Essex Ridge Capital Group LLC
✚
|
MO | 0.1 |
|
Blank Equity Management LLC
✚
|
NY | 0.1 |
|
Quantum LEAP Capital LLC
✚
|
VT | 0.1 |
|
Alluvial Capital Management LLC
✚
|
0.1 |