Live Oak Investment Partners, Llc
- Regulatory AUM
- $266M
- Discretionary
- $242M
- Clients
- 331
- Avg AUM / client
- $805K
- Accounts
- 823
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 253 | $78.0M | 29.3% |
| High net worth individuals | 67 | $164M | 61.7% |
| Investment companies | 10 | $24.1M | 9.06% |
| Other investment advisers | 1 | $911 | 0.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Richard Hostick | Chief Compliance Officer | Mar 2019 (7y) | 75% or more | |
| Michael David Charles | Registered representative | Oct 2020 (6y) | ||
| Christine Vu | Registered representative | Jan 2021 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $214M (80% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗