Live Oak Investment Partners

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Client assets under management

$213,850,579

Clients

317

21% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

106

Very High

Average account size

$674,608

About

Live Oak Investment Partners, LLC is a SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), families, trusts, businesses, charitable foundations, and retirement/profit‑sharing plans. The firm offers discretionary and non‑discretionary portfolio management, financial planning, asset allocation, financial consulting, and pension consulting services, and reported roughly $214.0 million in discretionary assets under management and $21.7 million in pension/401(k) assets as of March 31, 2025 (approximately $235.5 million total).

The firm’s investment process combines qualitative and quantitative research with an emphasis on risk management and measuring returns on a net‑of‑costs basis, drawing on approaches such as fundamental analysis and modern portfolio theory and utilizing both long‑ and short‑term strategies where appropriate. Live Oak may use a range of instruments including mutual funds, ETFs, alternatives, options, margin transactions and structured products, and it incorporates client objectives, restrictions, and changing circumstances into portfolio construction while generally not prioritizing tax efficiency unless agreed in writing.

Live Oak provides pension consulting services as a 3(21) fiduciary to employee benefit plans and specifically offers participant enrollment meetings and investment‑related educational seminars to plan participants, a service offering the firm highlights in its brochure. Advisory personnel are also registered representatives of Kovack Securities and licensed insurance agents; the brochure discloses that such personnel may receive commission‑based compensation for brokerage or insurance sales and that the firm does not charge advisory fees on assets where those personnel receive brokerage compensation.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Options & derivatives strategies

Fee options

Fixed

Fixed annual fees for asset allocation and financial consulting services (negotiable)

Percentage

$0+: Up to 1.50% annually (portfolio management fees, negotiable) $0+: Up to 1.00% annually (pension consulting fees, negotiable)

Commissions

Commissions earned on insurance product sales by registered representatives; separate and in addition to advisory fees

Project-based

Financial planning services for non-portfolio management clients charged up to $600 per hour (negotiable)

Other

Minimum fee: Minimum annual fee for pension consulting arrangements is $1,000 Fee-only: Financial planning hourly fees up to $600 per hour; fixed annual fees for asset allocation and financial consulting services (negotiable)

Main office location

Live Oak Investment Partners

3103 Bee Cave Road, Suite 104

Austin TX 78746-5523, United States

Number of offices

Most active in

California · Colorado · Florida · Georgia · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 512-532-4700

Advisors at this firm

Michael H

Series 63, Series 65

West Lake Hills, TX

Live Oak Investment Partners

Michael Hostick is a financial advisor at Live Oak Investment Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Securities, Cantella & Co., and Raymond James & Associates. Live Oak Investment Partners is an SEC-registered investment adviser serving individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a combination of qualitative and quantitative research focused on risk management and uses a variety of investment instruments tailored to client objectives.

Wealth management Options & derivatives strategies

Michael C

Series 63, Series 65

Austin, TX

Live Oak Investment Partners

Michael Charles is a financial advisor at Live Oak Investment Partners in Austin, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Securities, Cantella & Co., and Raymond James & Associates. Outside of his advisory role, he serves in several community positions in Georgetown, TX, including as treasurer of the Georgetown High School Swim Booster Club and vice chair of the Georgetown Housing Advisory Board. Live Oak Investment Partners is an SEC-registered investment adviser serving individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a combination of qualitative and quantitative research with an emphasis on risk management, offering discretionary and non-discretionary portfolio management along with financial and pension consulting services.

Wealth management Options & derivatives strategies

Christine V

Series 66

Austin, TX

Live Oak Investment Partners

Christine Vu is a financial advisor at Live Oak Investment Partners with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Cantella & Co., Inc., Raymond James & Associates, and Ameriprise Financial Services, Inc. Outside of her advisory role, she has been a partner in a real estate development business focused on rental properties. Live Oak Investment Partners is an SEC-registered investment adviser serving individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a combination of qualitative and quantitative research with an emphasis on risk management, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

Wealth management Options & derivatives strategies

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