Kevin Patrick McCutcheon
Managing Member/Chief Investment Officer/Chief Compliance OfficerLive Oak Family Offices LLCCRD 6105535
About Kevin Patrick McCutcheon
Kevin Patrick McCutcheon is listed as Managing Member/Chief Investment Officer/Chief Compliance Officer at Live Oak Family Offices LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of Over 75%. Kevin Patrick McCutcheon is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Live Oak Family Offices LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin Patrick McCutcheon work?
Kevin Patrick McCutcheon is listed as Managing Member/Chief Investment Officer/Chief Compliance Officer at Live Oak Family Offices LLC on SEC Form ADV.
How much of Live Oak Family Offices LLC does Kevin Patrick McCutcheon own?
Form ADV reports a beneficial ownership band of Over 75%.
Live Oak Family Offices LLC
| Title | Managing Member/Chief Investment Officer/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |
Bluedoor Private Wealth, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |