Live Oak Wealth Advisory Group, LLC

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Client assets under management

$155,482,308

Clients

33% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,586,554

About

Live Oak Wealth Advisory Group (d/b/a Jobes Solo Investment Group) serves individuals, high‑net‑worth clients, trusts, and estates with discretionary and non‑discretionary investment management and, when requested, stand‑alone financial planning and consulting. The firm also offers access to separately managed account programs, allocates to unaffiliated independent managers, and manages mutual‑fund sub‑divisions within variable annuity products.

LOWAG combines quantitative model‑driven strategies from its QuantStrat division with fundamental, technical, cyclical and charting analysis, implementing adaptive asset‑management models (Adaptive High Yield Income, Adaptive Multi‑Asset Income, Adaptive Global Equity Growth) that emphasize downside risk limitation and income/capital appreciation using mutual funds and ETFs. The firm may also employ tactical tools — including options, short sales, use of margin and securities‑based loans, and selective cryptocurrency exposure via exchange‑traded securities or specialist managers — and it uses AI tools under a formal policy to support its investment process.

Notable operational features that distinguish LOWAG from many peers include its QuantStrat activity as a research signal and model provider to an affiliated family office, explicit disclosure that borrowing and leveraged techniques may be used in client accounts, and a stated account enrollment threshold of $10,000,000 (negotiable). The firm also reports a sizable amount of assets under advisement in addition to managed assets and provides optional services (e.g., variable annuity sub‑division management), reflecting a client and service mix that differs from many similarly sized advisory teams.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Concentrated stock management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

$1,250 to $5,000 fixed fee for stand-alone financial planning and consulting services

Percentage

$0 - $500,000: 1.75% $501,000 - $1,000,000: 1.50% > $1,000,000+: 1.25%

Project-based

$125 to $250 per hour

Other

Account minimum: $10,000,000 Minimum fee: Minimum annual advisory fee of $500

Main office location

Live Oak Wealth Advisory Group, LLC

3730 Kirby Drive, Suite 1200

Houston TX 77030, United States

Number of offices

Most active in

Arkansas · Louisiana · New Mexico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

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

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.

Forms ADV

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

Quick links

LinkedIn Facebook X Website 281-822-9200

Advisors at this firm

William J

Series 63, Series 65

Santa Fe, NM

Live Oak Wealth Advisory Group, LLC

William Jobes is a financial advisor with Live Oak Wealth Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has operated Jobes Solo Investment Group, LLC since 2010. Live Oak Wealth Advisory Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high net worth clients, trusts, and estates. The firm combines traditional security analysis with systematic Adaptive Asset Management strategies and offers a range of investment tools including options and cryptocurrency exposure.

Options & derivatives strategies Active portfolio management Concentrated stock management Executive Founder/Business Owner

John W

Series 63

Houston, TX

Live Oak Wealth Advisory Group, LLC

John Whittington is a financial advisor with Live Oak Wealth Advisory Group, LLC in Houston, TX. He holds a Series 63 designation and has 43 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Live Oak Wealth Advisory Group provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, trusts, and estates. The firm integrates traditional security analysis with systematic Adaptive Asset Management strategies and offers a range of investment approaches, including options and cryptocurrency exposure.

Options & derivatives strategies Active portfolio management Concentrated stock management Executive Founder/Business Owner

Jonathan S

Series 66

Houston, TX

Live Oak Wealth Advisory Group, LLC

Jonathan Solo is a financial advisor at Live Oak Wealth Advisory Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Live Oak Wealth Advisory Group since 2010, with prior experience at WhiteTip Capital, LLC and QuantStrat Capital, LLC. Live Oak Wealth Advisory Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high net worth individuals, trusts, and estates. The firm combines traditional security analysis with systematic Adaptive Asset Management strategies and offers a range of investment approaches, including options and cryptocurrency exposure, serving approximately $143 million in discretionary assets.

Options & derivatives strategies Active portfolio management Concentrated stock management Executive Founder/Business Owner

John R

Series 63, Series 65

Houston, TX

Live Oak Wealth Advisory Group, LLC

John Robertson is a financial advisor at Live Oak Wealth Advisory Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Jobes Solo Investment Group, LLC since 2013. Live Oak Wealth Advisory Group provides discretionary and non-discretionary portfolio management, financial planning, and related consulting services to individuals, high net worth individuals, trusts, and estates. The firm combines traditional security analysis with systematic Adaptive Asset Management strategies, including the use of mutual funds, ETFs, options, and cryptocurrency exposure, serving clients with approximately $143 million in discretionary assets under management.

Options & derivatives strategies Active portfolio management Concentrated stock management Executive Founder/Business Owner

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