L
CRD: 118417
Live OAK Advisors, LLC
Hillsborough, CA
6507967209
$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-2000
- Office Locations
- 1
Office Locations
-- Hillsborough CA
About Live OAK Advisors, LLC
Live OAK Advisors, LLC is a Hillsborough-based RIA. The firm has been operating for 26 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
26.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Focus Wave signal
Investment Vehicles
Vital matrix
Services
Radial Vector oak Peak Pathway
Owner & Executives
W
WILLIAM RUSSELL DANIELS III
Managing Member
- CRD
- #2259122
- Ownership
- 75% or more
(656) 795-2971
value.vital@unisoncapital.com
in linkedin.com/in/summit-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,075,704 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,075,704 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,075,704
Equity - Exchange:
33.4% Public Funds:
30.6% Cash:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,216,698,988 | 33.4% |
| Public Funds | $2,030,867,935 | 30.6% |
| Cash | $2,389,256,393 | 36.0% |
| Total | $6,636,823,316 | 100.0% |