Overview
Assets Under Management: $158 million
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 27
Average Client Assets: $5 million
Frequently Asked Questions
LIVE OAK FAMILY OFFICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141570), LIVE OAK FAMILY OFFICES LLC is subject to fiduciary duty under federal law.
LIVE OAK FAMILY OFFICES LLC is headquartered in ST. PETERSBURG, FL.
LIVE OAK FAMILY OFFICES LLC serves 27 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, LIVE OAK FAMILY OFFICES LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
LIVE OAK FAMILY OFFICES LLC manages $158 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, LIVE OAK FAMILY OFFICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.23
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 141570
Last Filing Date: 2025-02-03 00:00:00
Website: https://lofollc.com