Live Oak Wealth Advisory Group, LLC
● SEC registered since 2021CRD 154962SEC# 801-122404Houston, TX
Reg. AUM
$155.5M
Employees
6
Accounts
293
Location
Houston, TX
Live Oak Wealth Advisory Group, LLC assets under management
Live Oak Wealth Advisory Group, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2021. It reports $155.5 million in regulatory assets under management and employs 6 people.
Live Oak Wealth Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Scott Solo Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Live Oak Wealth Advisory Group, LLC manage?
Live Oak Wealth Advisory Group, LLC reports $155.5 million in regulatory assets under management on its Form ADV.
How many employees does Live Oak Wealth Advisory Group, LLC have?
Live Oak Wealth Advisory Group, LLC reports 6 employees.
Where is Live Oak Wealth Advisory Group, LLC located?
Live Oak Wealth Advisory Group, LLC is based in Houston, TX and has been SEC-registered since 2021.
Does Live Oak Wealth Advisory Group, LLC disclose fund performance?
Live Oak Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3730 Kirby Drive, Suite 1200, Houston, TX 77030 |
| Phone | 281-822-9200 |
| Fax | 281-524-6005 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$155.5Mregulatory AUM
Discretionary $155.5M