Live Oak Family Offices Llc
SEC-registered
Multi-Family Office · Boutique (under $100M)
CRD 141570
· SEC file 801-137240
·
· WWW.LOFOLLC.COM
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ADV data as of Oct 05, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$248M
Feb 11, 2022
Oct 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $136M (86% of AUM) Feb 2025
- Interactive Brokers $67.7M (27% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗