Live Oak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Live Oak Wealth Management provides discretionary portfolio management, financial planning, estate‑planning reviews and the selection of third‑party advisers to individuals, high‑net‑worth clients, charitable organizations and corporations; the firm also accepts engagements from other investment adviser firms as clients. It prepares individualized Investment Policy Statements and delivers ongoing monitoring and quarterly reporting for managed accounts.
The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods and generally pursues a long‑term trading approach tailored to each client’s time horizon and risk tolerance. Portfolios may include equities, ETFs, mutual funds, fixed income, real estate funds, alternatives (including cryptocurrency) and insurance products such as annuities, and accounts are managed on a discretionary basis.
Distinctive features include an affiliation with Live Oak Financial Group—representatives are licensed insurance agents who accept compensation for insurance and annuity sales, a conflict of interest that the firm discloses and documents. Live Oak also provides free monthly educational seminars, reports $136 million in assets under advisement, and may receive fee‑sharing compensation when directing clients to third‑party investment advisers.
Client services
Expertise
Fee options
Below $250,000 - $250,000: 2.00% $250,000 - $750,000: 1.85% $750,000 - $1,000,000: 1.70% $1,000,000 - $2,000,000: 1.65% Above $2,000,000+: 1.25%
Advisers are licensed insurance agents and may receive commissions from sale of investment products
Account minimum: $250,000 (may be waived at discretion) Fee-only: Fixed fees for financial planning ranging from $2,500 to $20,000; Estate planning fees $2,500 to $20,000
Main office
7020 Hwy 190 Suite A
Covington LA 70433
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Raymond J
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Raymond Jenkins Jr. is a Series 66 licensed advisor with 19 years of industry experience. He is currently with Live Oak Wealth Management, LLC and also serves as principal and manager of WeInsure Smart, LLC, a property and casualty insurance agency. His prior experience includes roles at Purshe Kaplan Sterling Investments, Securities America Advisors, and Live Oak Financial Group. Live Oak Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and other advisory firms. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods to manage diversified portfolios on a discretionary basis, tailored to each client's needs.
Stephen S
Series 63, Series 65
Covington, LA
Live Oak Wealth Management, LLC
Stephen Satterlee is a financial advisor with Live Oak Wealth Management, LLC in Covington, LA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Simplicity Investments, Purshe Kaplan Sterling Investments, and Securities America Advisors, among others. Outside of advising, he is involved in several business management roles, including serving as president of Morning Star Strategic Management, Inc. and managing member of Thousand Oaks, LLC. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate-planning reviews to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses a long-term, quantitatively informed investment approach and manages portfolios including equities, fixed income, alternatives, and insurance products on a discretionary basis.
Daniel H
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Daniel Haar is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaches soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate planning for individuals, charitable organizations, and business entities. The firm uses a blend of fundamental and quantitative analysis within a long-term, discretionary investment approach and offers access to a broad range of instruments including equities, fixed income, alternatives, and insurance products.
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