{
  "crd_number": 304406,
  "slug": "live-oak-investment-partners-austin-tx-304406",
  "primary_business_name": "LIVE OAK INVESTMENT PARTNERS",
  "legal_name": "LIVE OAK INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-02",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-12",
  "carried_forward": false,
  "raum_total": 266414241.0,
  "raum_discretionary": 242269756.0,
  "raum_non_discretionary": 24144485.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 77967375.0,
      "count": 253
    },
    "investment_companies": {
      "raum": 24144485.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 911.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 164301470.0,
      "count": 67
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "TX"
  ],
  "websites": [
    "https://investliveoak.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304406",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406",
  "display_name": "Live Oak Investment Partners",
  "summary": "Live Oak Investment Partners is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.",
  "citation": "AdvisorCensus. Live Oak Investment Partners (CRD 304406): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Live Oak Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Live Oak Investment Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Live Oak Investment Partners located?",
      "a": "Live Oak Investment Partners' principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is Live Oak Investment Partners registered with the SEC or a state?",
      "a": "Live Oak Investment Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304406."
    },
    {
      "q": "How much does Live Oak Investment Partners manage?",
      "a": "Live Oak Investment Partners reports $266,414,241 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (91% discretionary)."
    },
    {
      "q": "How have Live Oak Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Live Oak Investment Partners: Regulatory assets under management: $192,400,862 in the October 2021 data and $266,414,241 in the October 2026 data, up 38%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Live Oak Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (253); high net worth individuals (67); investment companies (10)."
    },
    {
      "q": "Which custodians does Live Oak Investment Partners use?",
      "a": "Live Oak Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Live Oak Investment Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304406"
    },
    {
      "q": "Does Live Oak Investment Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 12, 2026 says: \"We do not impose a minimum portfolio size or a minimum initial investment to open an account, but we do reserve the right to accept or decline a potential client for any reason in our sole discretion.\""
    },
    {
      "q": "What changed in Live Oak Investment Partners' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $235,538,811 to $266,414,241 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 192400862.0,
      "total_employees": 4,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 188369887.0,
      "total_employees": 3,
      "filing_date": "2022-05-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 185257312.0,
      "total_employees": 3,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 220309755.0,
      "total_employees": 3,
      "filing_date": "2024-06-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 235538811.0,
      "total_employees": 4,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 266414241.0,
      "total_employees": 4,
      "filing_date": "2026-06-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $235,538,811 to $266,414,241 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We do not impose a minimum portfolio size or a minimum initial investment to open an account, but we do reserve the right to accept or decline a potential client for any reason in our sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We do not impose a minimum portfolio size or a minimum initial investment to open an account, but we do reserve the right to accept or decline a potential client for any reason in our sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 253,
      "fewer_than_5": false,
      "raum": 77967375.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 164301470.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 24144485.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 911.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304406",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}