Key facts
- Live Oak Wealth Advisory Group is a hedge fund based in Houston, United States.
About Live Oak Wealth Advisory Group
157067-92P
Registered with the SEC
Form ADV · 2026-03 · CRD 154962- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 6
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LIVE OAK WEALTH ADVISORY GROUP, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Live Oak Wealth Advisory Group are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.