SEC Form ADV

LIVE OAK INVESTMENT PARTNERS

Registered Investment AdviserTX
$235.5M
Assets Under Management
822
Total Clients
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Registration Details

Accession
CRD-304406
Location
AUSTIN, TX
Filing Date
June 23, 2025
AUM
$235.5M
Total Clients
822
Amendment
No

About this Adviser

LIVE OAK INVESTMENT PARTNERS is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $235.5M in assets across 822 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.