A complete list of active advisors currently associated with Live Oak Private Wealth, LLC

Warmer can help you find a great advisor at Live Oak Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Live Oak Private Wealth, LLC, 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.