Live Oak Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,268,312,122
Clients
476
Advisors
10
of 12 employees
About
Live Oak Private Wealth is a team-based registered investment adviser managing roughly $1.32 billion for a mix of individual and high‑net‑worth clients, as well as trusts, retirement plans, and other institutional accounts. The firm provides comprehensive wealth management services including financial planning, discretionary portfolio management, retirement plan consulting, and serves as sponsor and manager of a wrap fee program.
LOPW’s investment approach is conservative and value‑oriented, emphasizing capital preservation, long‑term compounding, and concentrated portfolios (typically around twenty positions) while applying a private‑equity mindset to public equities with a focus on free cash flow and price‑to‑value. The firm also allocates to independent managers, alternative and private placement investments, and in some separately managed accounts may employ derivatives as part of its strategies.
Distinctive aspects of the firm include its ownership by Live Oak Banking Company and the resulting bank affiliation and referral linkages, as well as a 2020 acquisition of Jolley Asset Management that brought an affiliated adviser and predecessor client contracts into LOPW. Uncommonly for team firms, LOPW publishes periodicals and advertises performance information — including predecessor performance — and operates a wrap program, features that set it apart from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting range from $500 to $150,000, negotiable
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $8,000,000: 0.80% $8,000,001 - $18,000,000: 0.60% $18,000,001 - $28,000,000: 0.50% $28,000,001+: 0.40%
Hourly fees range from $250 to $500 per hour, negotiable
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $1,875 (equivalent to an annual minimum fee of $7,500) Fee-only: Financial planning and consulting fees range from $500 to $150,000 (fixed fee) and/or $250 to $500 per hour (hourly fee), negotiable
Main office
1741 Tiburon Drive
Wilmington NC 28403
Advisors at this office
10
Most active in
Florida · Georgia · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Jolley Asset Management, A Live Oak Private Wealth Company · Live Oak Private Wealth, LLC · Live Oak Wealth Advisors, 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 active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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.
Quick links
Advisors at this firm
Daniel H
CFP®, Series 65
Wilmington, NC
Live Oak Private Wealth, LLC
Daniel Hughes is a CFP® with six years of industry experience, currently serving as a financial advisor at Live Oak Private Wealth, LLC since 2018. Prior to joining Live Oak, he worked at Wells Fargo Bank, N.A. for eight years. Live Oak Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm follows a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a private-equity mindset in public markets.
Andrew B
CFP®, Series 66
Wilmington, NC
Live Oak Private Wealth, LLC
Andrew Basinger is a CFP® and Series 66 credentialed advisor with 18 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2018 and previously spent 14 years with Wells Fargo Advisors LLC. Live Oak Private Wealth serves individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and uses a private-equity mindset to manage concentrated portfolios across various asset classes.
Terry S
CFA®, Series 65
Wilmington, NC
Live Oak Private Wealth, LLC
Terry Sapp is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2020 and previously spent 16 years at Jolley Asset Management, LLC. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers financial planning, consulting, and discretionary investment management with a conservative, value-oriented approach focused on capital preservation and a multi-year horizon.
Amanda M
Series 65
Wilmington, NC
Live Oak Private Wealth, LLC
Amanda Miars is a financial advisor at Live Oak Private Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked for Murchison, Taylor & Gibson, PLLC for eleven years. Outside of her advisory role, she co-owns and manages a short-term rental property in Atlantic, North Carolina with her husband. Live Oak Private Wealth serves individuals, families, and institutional clients by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon, focusing on capital preservation and concentrated portfolios.
Adam E
Series 65
Wilmington, NC
Live Oak Private Wealth, LLC
Adam Easley is an advisor with Live Oak Private Wealth, LLC and holds the Series 65 designation. He has been with Live Oak Private Wealth since 2023 and has prior experience at Live Oak Bank, as well as roles in education at the University of North Carolina Wilmington and Raleigh Charter High School. Live Oak Private Wealth is a team-based registered investment adviser managing approximately $1.32 billion for individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a conservative, value-oriented investment approach with concentrated portfolios and a private-equity mindset, and is notable for its bank affiliation, published performance information, and operation of a wrap fee program.
Connor K
Series 63, Series 66
Wilmington, NC
Live Oak Private Wealth, LLC
Connor Keller is a financial advisor at Live Oak Private Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Securities, LLC and Scott & Stringfellow, Inc. since 2004. Live Oak Private Wealth serves individuals, high-net-worth families, and institutional clients including pension plans, trusts, and charitable organizations. The firm employs a conservative, value-oriented investment approach focused on capital preservation and a multi-year horizon, managing concentrated portfolios with an emphasis on businesses with sustainable competitive advantages.
William C
Series 63, Series 65
Wilmington, NC
Live Oak Private Wealth, LLC
William Collier is a financial advisor at Live Oak Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jolley Asset Management, LLC from 2016 to 2020 before joining Live Oak Private Wealth. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as various institutional clients, offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon and manages concentrated portfolios emphasizing businesses with sustainable competitive advantages.
Frank J
CFA®, Series 63
Wilmington, NC
Live Oak Private Wealth, LLC
Frank Jolley is a CFA® charterholder with over 22 years of experience in the financial industry. He has been with Live Oak Private Wealth, LLC since 2020, following more than two decades at Jolley Asset Management, LLC. Live Oak Private Wealth serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, providing financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios that emphasize businesses with sustainable competitive advantages.
Mary B
CFP®
Wilmington, NC
Live Oak Private Wealth, LLC
Mary Bolton is a CFP® professional with five years of industry experience. She has worked at Live Oak Private Wealth, LLC since 2021 and previously spent five years at Wells Fargo Private Bank. Live Oak Private Wealth is a team-based registered investment adviser managing approximately $1.32 billion for individual and high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm focuses on conservative, value-oriented investing with an emphasis on capital preservation and long-term compounding, applying a private-equity mindset to public equities.
John C
Series 63
Wilmington, NC
Live Oak Private Wealth, LLC
John Coleman III is a financial advisor at Live Oak Private Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Coleman has been with Live Oak Private Wealth since 2018. Live Oak Private Wealth serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a mix of public and private investment vehicles.
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