# Live Oak Wealth Management

Live Oak Wealth Management is a Multi Family Office based in Covington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Covington, United States
- **Region:** North America
- **Address:** Columbia, SC, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** liveoakwealth.com
- **LinkedIn:** https://www.linkedin.com/company/live-oak-financial-group-llc

## Regulatory record

- **CRD number:** 306225
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306225

## About

LIVE OAK WEALTH MANAGEMENT, LLC is a state-registered investment adviser in COVINGTON, LA. The firm manages approximately $57 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Tommy Wilson — President & CEO
- Howard Smith — Founder

## Questions

### Who runs investment decisions at Live Oak Wealth Management?

Tommy Wilson, serving as President and CEO, leads the firm's investment committee. Howard Smith, the founder, remains involved in strategic direction. The firm's investment team follows a disciplined asset allocation process tailored to each client's goals, though individual portfolio managers are not publicly named.

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- [Statheros Financial Solutions](https://altss.com/profile/statheros-financial-solutions-inc)
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Last updated: 2026-07-06T01:24:20.358Z

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