# Live Oak Financial Management

Live Oak Financial Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://liveoakfinancial.com

## Regulatory record

- **CRD number:** 168083
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168083

## About

LIVE OAK FINANCIAL MANAGEMENT is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Who leads investment decisions at Live Oak Financial Management?

No named principals or investment professionals have been publicly identified for Live Oak Financial Management. The firm's leadership structure is not disclosed in public records.

### What is the firm's investment strategy?

The investment strategy of Live Oak Financial Management is not publicly available. No confirmed asset classes, sectors, or geographic focuses have been reported.

### Is Live Oak Financial Management transparent about its AUM?

The firm does not disclose its assets under management. No AUM figure has appeared in regulatory filings or public reports.

### What is the firm's geographic focus?

The geographic footprint of Live Oak Financial Management is not verifiable. No headquarters city or additional office locations have been confirmed through public records.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/live-oak-financial-management

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