LIVE OAK FAMILY OFFICES LLC

888 Executive Center Drive W.
Suite 101
St. Petersburg, Florida 33702
Tel: 727-576-1245

About LIVE OAK FAMILY OFFICES LLC

LIVE OAK FAMILY OFFICES LLC, formally registered with the SEC as LIVE OAK FAMILY OFFICES LLC. The firm was established in 03/14/2022. They have over 1 offices throughout the country.

LIVE OAK FAMILY OFFICES LLC is a St. Petersburg, Florida based Financial Planning firm with nearly $158,350,000 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141570
SEC#	801-123444
Assets Managed by Firm	$158,350,000
No. of Clients	185
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	185	$158,350,000
Individuals (other than high net worth individuals)	28	$17,375,000
High net worth individuals	27	$128,625,000

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