Live Oak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,000,000
Total clients
450
22% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
150
Average account size
$126,667
About
Live Oak Wealth Management provides discretionary portfolio management, financial planning, estate‑planning reviews and the selection of third‑party advisers to individuals, high‑net‑worth clients, charitable organizations and corporations; the firm also accepts engagements from other investment adviser firms as clients. It prepares individualized Investment Policy Statements and delivers ongoing monitoring and quarterly reporting for managed accounts.
The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods and generally pursues a long‑term trading approach tailored to each client’s time horizon and risk tolerance. Portfolios may include equities, ETFs, mutual funds, fixed income, real estate funds, alternatives (including cryptocurrency) and insurance products such as annuities, and accounts are managed on a discretionary basis.
Distinctive features include an affiliation with Live Oak Financial Group—representatives are licensed insurance agents who accept compensation for insurance and annuity sales, a conflict of interest that the firm discloses and documents. Live Oak also provides free monthly educational seminars, reports $136 million in assets under advisement, and may receive fee‑sharing compensation when directing clients to third‑party investment advisers.
Client services
Expertise
Fee options
Below $250,000 - $250,000: 2.00% $250,000 - $750,000: 1.85% $750,000 - $1,000,000: 1.70% $1,000,000 - $2,000,000: 1.65% Above $2,000,000+: 1.25%
Advisers are licensed insurance agents and may receive commissions from sale of investment products
Account minimum: $250,000 (may be waived at discretion) Fee-only: Fixed fees for financial planning ranging from $2,500 to $20,000; Estate planning fees $2,500 to $20,000
Main office location
Live Oak Wealth Management, LLC
7020 Hwy 190 Suite A
Covington LA 70433, United States
Number of offices
1
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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