Live Oak Management Group, LLC
● SEC registered since 2026CRD 287840SEC# 801-136189Bluffton, SC
Reg. AUM
$126M
Employees
4
Accounts
177
Location
Bluffton, SC
Live Oak Management Group, LLC assets under management
Live Oak Management Group, LLC is an SEC-registered investment adviser based in Bluffton, SC. The firm has been registered since 2026. It reports $126 million in regulatory assets under management and employs 4 people.
Live Oak Management Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Hunter Boyd Control | Managing Member/Cio | Over 75% | 2017 |
| Kristin Marie Winslow Control | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Live Oak Management Group, LLC manage?
Live Oak Management Group, LLC reports $126 million in regulatory assets under management on its Form ADV.
How many employees does Live Oak Management Group, LLC have?
Live Oak Management Group, LLC reports 4 employees.
Where is Live Oak Management Group, LLC located?
Live Oak Management Group, LLC is based in Bluffton, SC and has been SEC-registered since 2026.
Does Live Oak Management Group, LLC disclose fund performance?
Live Oak Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 Palmetto Way, Suite B, Bluffton, SC 29910 |
| Phone | 843-540-1149 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$126Mregulatory AUM
Discretionary $125.2MNon-discretionary $755K