Live Oak Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$242,268,845
Clients
320
Advisors
3
across 2 offices
About
Live Oak Investment Partners serves individual investors (including high‑net‑worth clients), families, trusts, family offices, charitable foundations, businesses, and retirement/profit‑sharing plans, and also accepts engagements from other investment advisers. The firm provides discretionary and non‑discretionary portfolio management, financial planning, asset allocation, financial consulting, and pension consulting services, including 3(21) plan‑level advice.
The firm uses a multifaceted investment process that combines qualitative and quantitative research from external providers and internal analysis, with explicit emphasis on risk management and measuring returns on a net‑of‑costs basis. Live Oak tailors allocations and advice to clients’ stated objectives and may integrate financial planning with ongoing portfolio management or provide stand‑alone consulting and asset‑allocation guidance.
Compared with peers, Live Oak’s practice is notable for formally advising other investment‑adviser clients and for providing participant‑level educational seminars and enrollment meetings for retirement plans, services that are relatively uncommon among similar supported firms. The firm also operates as a small, three‑advisor team overseeing roughly $266 million and discloses affiliated broker‑dealer and insurance relationships that can generate commission compensation, with policies to address related conflicts of interest.
Client services
Expertise
Fee options
Fixed annual fee for asset allocation and financial consulting services; negotiable and based on complexity and scope
$0+: Up to 1.50% annually (portfolio management fees, negotiable and depending on engagement) $0+: Up to 1.00% annually (pension consulting fees, negotiable and depending on engagement)
Insurance commissions earned by advisory personnel; separate and in addition to advisory fees; commission compensation through Kovack Securities, Inc. broker-dealer for non-advised brokerage accounts
Up to $600 per hour for financial planning services that are not included in portfolio management fees; negotiable
Minimum fee: Minimum annual fee for pension consulting arrangements is $1,000
Main office
See office3103 Bee Cave Road, Suite 104
Austin TX 78746-5523
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Florida · Georgia · Texas
Also doing business as
Live Oak Investment Partners · Live Oak Investment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Michael H
Series 63, Series 65
West Lake Hills, TX
Live Oak Investment Partners
Michael Hostick II is a financial advisor at Live Oak Investment Partners with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior firms include Raymond James & Associates, Cantella & Co., Inc., and Kovack Securities, Inc. Outside of advising, he is an owner of M3C Happy Place, LLC, a real estate venture. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, tailoring allocations and advice to client objectives, and is notable for advising other investment-adviser clients and providing participant-level educational services.
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, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Kovack Securities, Cantella & Co., and Raymond James & Associates. Outside of investment advisory, he serves as an independent official for high school swimming and diving meets and holds several community roles in Georgetown, TX, including vice chair of the Housing Advisory Board and secretary for the Planning and Zoning Commission. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm combines qualitative and quantitative research with internal analysis, emphasizing risk management and net-of-costs return measurement, and it is known for advising other investment advisers and providing participant-level educational services for retirement plans.
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 at firms including Raymond James & Associates, Inc. and Cantella & Co., Inc. Outside of her advisory role, she is involved in insurance sales for non-securities products and fixed annuities. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multifaceted investment process with an emphasis on risk management and net-of-costs return measurement, and is notable for advising other investment advisers and offering participant-level educational services for retirement plans.
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