# Live Oak Advisors, LLC

> Live Oak Advisors, LLC is a state-registered investment advisory firm in Burlingame, CA, registered since 2000, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 118417
- Filed as: LIVE OAK ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlingame, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118417
- AdvisorCensus page: https://advisorcensus.com/firm/live-oak-advisors-llc-burlingame-ca-118417

## Quick answers

**How is Live Oak Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Live Oak Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Live Oak Advisors, LLC located?**
Live Oak Advisors, LLC's principal office is in Burlingame, CA, according to its Form ADV.

**Is Live Oak Advisors, LLC registered with the SEC or a state?**
Live Oak Advisors, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 118417.

**How much does Live Oak Advisors, LLC manage?**
Live Oak Advisors, LLC reports $7,075,704 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**Does Live Oak Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118417

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,075,704
- Discretionary: $7,075,704
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $7,075,704 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Live Oak Advisors, LLC (CRD 118417): Form ADV filing data as of October 2026.