# Live Oak Investment Partners

Live Oak Investment Partners is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** 3103 Bee Cave Rd Ste 104, Austin, TX 78746, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** investliveoak.com

## Regulatory record

- **CRD number:** 304406
- **SEC file number:** 801-116882
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-06-12
- **Reports private funds:** No

## About

Live Oak Investment Partners was founded in 2019 by Portfolio Manager Mike Hostick and is headquartered in Austin, Texas. The firm operates as a registered investment advisor serving individuals, high-net-worth families, and businesses across the United States. Hostick frames the firm's approach in familial terms, noting that the team often becomes "a part of our client's families," reflecting a high-touch, relationship-centric service model. The firm constructs and monitors broadly diversified portfolios customized to each client's goals, time horizon, risk tolerance, and tax situation. The investment approach draws on multiple asset classes, including equities, fixed income, and alternatives, with a focus on modeling portfolios on institutional strategies typically used by larger allocators. Live Oak Investment Partners manages assets directly rather than through fund-of-fund structures, though the firm does not publicly disclose specific portfolio holdings or external fund managers it may access on behalf of clients. With a compact team of five named professionals — including Hostick, Director of Investments Christine Vu, Senior Investment Portfolio Analyst Michael Charles, and Client Relationship Manager Christina Allison — the firm delivers investment management and financial planning from a single office at 3103 Bee Cave Road. The firm does not publicize total assets under management or aggregate deployment figures. No adjacent venture vehicles, philanthropic foundations, or membership networks such as Tiger 21 or R360 are disclosed in available public materials. Unlike multi-family offices or large RIA aggregators, Live Oak Investment Partners is structured as a tightly held advisory practice where the founder directly shapes the investment philosophy and client relationships. The firm's continuity hinges on the leadership of Mike Hostick, without publicly articulated succession plans or a broader partnership structure, making its governance model a core structural feature for potential long-term evaluation.

## People

- Mike Hostick — Portfolio Manager, Founder
- Christine Vu — Director, Investments
- Michael Charles — Senior Investment Portfolio Analyst
- Christina Allison — Client Relationship Manager

## Questions

### Who runs investment decisions at Live Oak Investment Partners?

Mike Hostick, the firm's founder and Portfolio Manager, leads investment decisions alongside Christine Vu, the Director of Investments. Hostick maintains a direct role in shaping portfolio strategy, while Michael Charles serves as Senior Investment Portfolio Analyst. The firm operates with a compact decision-making structure where the founder's philosophy directly informs asset allocation and manager selection.

### How does Live Oak Investment Partners source investment strategies for clients?

The firm uses institutional-level portfolio modeling to select a mix of asset classes tailored to each client's objectives, time horizon, and risk appetite. Live Oak Investment Partners does not publicly disclose its specific research sources, external fund managers, or direct deal-flow channels, but its stated approach relies on broad diversification across equities, fixed income, and alternative assets.

### What is Live Oak Investment Partners' known posture on co-investments alongside external managers?

There is no public record of Live Oak Investment Partners engaging in co-investments, club deals, or direct private-company placements alongside external GPs. The firm's described focus is on customized, broadly diversified portfolio management rather than pooled or syndicated investment structures.

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Updated: 2026-10-23T13:05:51Z

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