$266.4M Total AUM
$242.3M Disc. AUM
10.2% 3Y CAGR
4 Employees
331 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-2019
- Office Locations
- 2
Office Locations
3103 BEE Cave Road Suite 104 Austin TX
-- West Lake Hills TX
About Live OAK Investment Partners
Live Oak Investment Partners is an Austin-based RIA serving clients nationwide, providing financial planning and discretionary portfolio management. Led by founder/portfolio manager Mike Hostick, the team builds asset-allocation portfolios using public funds and ETFs, with select alternatives as appropriate. Operates across retail and institutional relationships and primarily custodies at Fidelity/NFS.
Team overview
46 AVG AGE
$88.8M AVG AUM / ADVISOR
$804.9K AVG AUM / CLIENT
6.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
M
MICHAEL RICHARD HOSTICK II
Chief Compliance Officer
- CRD
- #4353542
- Ownership
- 75% or more
Available
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Showing 1 of 1 owners & executives
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M
MICHAEL DAVID CHARLES
--
- CRD
- #4209666
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Christine Vu
Advisor
- CRD
- #6278412
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,269,756 | $297,995 |
| Non-Discretionary | $24,144,485 | $2,414,449 |
| Total | $266,414,241 | $323,711 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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