# Live Oak Investment Partners

> 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.

- CRD: 304406
- Filed as: LIVE OAK INVESTMENT PARTNERS
- Legal name: Live Oak Investment Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304406
- AdvisorCensus page: https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406

## Quick answers

**How is Live Oak Investment Partners compensated?**
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).

**Where is Live Oak Investment Partners located?**
Live Oak Investment Partners' principal office is in Austin, TX, according to its Form ADV.

**Is Live Oak Investment Partners registered with the SEC or a state?**
Live Oak Investment Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304406.

**How much does Live Oak Investment Partners manage?**
Live Oak Investment Partners reports $266,414,241 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (91% discretionary).

**How have Live Oak Investment Partners' assets and staff changed since 2021?**
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.

**What types of clients does Live Oak Investment Partners serve?**
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).

**Which custodians does Live Oak Investment Partners use?**
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.

**Does Live Oak Investment Partners report any disciplinary disclosures?**
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

**Does Live Oak Investment Partners state an account minimum?**
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."

**What changed in Live Oak Investment Partners' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $235,538,811 to $266,414,241 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 12, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $266,414,241
- Discretionary: $242,269,756
- Non-discretionary: $24,144,485

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 253 | $77,967,375 |
| High net worth individuals | 67 | $164,301,470 |
| Investment companies | 10 | $24,144,485 |
| Other investment advisers | 1 | $911 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investliveoak.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,400,862 | 4 | September 15, 2021 |
| October 2022 | $188,369,887 | 3 | May 27, 2022 |
| October 2023 | $185,257,312 | 3 | July 12, 2023 |
| October 2024 | $220,309,755 | 3 | June 6, 2024 |
| October 2025 | $235,538,811 | 4 | June 23, 2025 |
| October 2026 | $266,414,241 | 4 | June 12, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $235,538,811 to $266,414,241 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Live Oak Investment Partners (CRD 304406): Form ADV filing data as of October 2026.