CRD: 297904
Live OAK Private Wealth, LLC
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2018
- Office Locations
- 2
Office Locations
About Live OAK Private Wealth, LLC
Live Oak Private Wealth is an independent RIA providing wealth management and comprehensive financial planning for families, combining cash-flow and goal-based planning with portfolio construction and ongoing investment management. Portfolios emphasize public equity, fixed income, and ETF implementation, and the firm custody relationship includes Charles Schwab & Co.
Team overview
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CRM
Custodian
Investment Themes
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Owner & Executives
ANDREW MARSHALL BASINGER III
Chief Executive Officer, Managing Director
- CRD
- #5476521
- Ownership
- Less than 5%
JOHN WILLIAM COLEMAN III
Co-Chief Investment Officer, Managing Director
- CRD
- #1619721
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Mary Angela Bolton
Account Manager
- CRD
- #7439427
WILLIAM HENRY COLLIER IV
Managing Director
- CRD
- #1123362
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,320,408,330 | $1,141,235 |
| Non-Discretionary | $0 | -- |
| Total | $1,320,408,330 | $1,141,235 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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