Adviser Profile
| As of Date | 05/06/2026 |
| Registration status | Registration Changed to LIVE OAK MANAGEMENT GROUP, LLC |
| ADV Location | BLUFFTON, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 125,985,607 43% |
| of that, discretionary | 125,230,112 44% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 711,783 25% |
| % High Net Worth | 20.44% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other investment advisers
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds