Live Oak Investment Partners

Live Oak Investment Partners (CRD# 304406) is a financial advisory firm headquartered in Austin, TX. They manage $185,257,312 in 747 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3103 Bee Cave Road, Suite 104, Austin, TX 78746
http://www.investliveoak.com
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $248,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, TX

Financial Advisors at Live Oak Investment Partners
Showing 1 - 3 of 3 top financial advisors.
1
Michael Charles, financial advisor Austin TX
Michael D. Charles
CRD#: 4209666
3103 Bee Cave Road, Suite 104, Austin, TX 78746

Michael Charles (CRD# 4209666) is an Investment Advisor Representative working at Live Oak Investment Partners in Austin, TX and has over 23 years of experience in the finance industry.

2
Michael Hostick, financial advisor West Lake Hills TX
Michael R. Hostick
CRD#: 4353542
West Lake Hills, TX

Michael Hostick (CRD# 4353542) is an Investment Advisor Representative working at Live Oak Investment Partners in West Lake Hills, TX and has over 22 years of experience in the finance industry.

3
Christine Vu, financial advisor Austin TX
Christine Vu
CRD#: 6278412
3103 Bee Cave Road, Suite 104, Austin, TX 78746

Christine Vu (CRD# 6278412) is an Investment Advisor Representative working at Live Oak Investment Partners in Austin, TX and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals