A complete list of active advisors currently associated with Live Oak Investment Partners

Warmer can help you find a great advisor at Live Oak Investment Partners or one who fits your needs even better.

Live Oak Investment Partners, LLC is a SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), families, trusts, businesses, charitable foundations, and retirement/profit‑sharing plans. The firm offers discretionary and non‑discretionary portfolio management, financial planning, asset allocation, financial consulting, and pension consulting services, and reported roughly $214.0 million in discretionary assets under management and $21.7 million in pension/401(k) assets as of March 31, 2025 (approximately $235.5 million total). The firm’s investment process combines qualitative and quantitative research with an emphasis on risk management and measuring returns on a net‑of‑costs basis, drawing on approaches such as fundamental analysis and modern portfolio theory and utilizing both long‑ and short‑term strategies where appropriate. Live Oak may use a range of instruments including mutual funds, ETFs, alternatives, options, margin transactions and structured products, and it incorporates client objectives, restrictions, and changing circumstances into portfolio construction while generally not prioritizing tax efficiency unless agreed in writing. Live Oak provides pension consulting services as a 3(21) fiduciary to employee benefit plans and specifically offers participant enrollment meetings and investment‑related educational seminars to plan participants, a service offering the firm highlights in its brochure. Advisory personnel are also registered representatives of Kovack Securities and licensed insurance agents; the brochure discloses that such personnel may receive commission‑based compensation for brokerage or insurance sales and that the firm does not charge advisory fees on assets where those personnel receive brokerage compensation.

To learn more about the advisors currently working at Live Oak Investment Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.