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Live OAK Wealth Advisory Group, LLC

Live OAK Wealth Advisory Group, LLC. CRD 154962

Live OAK Wealth Advisory Group, LLC logo

CRD: 154962

Live OAK Wealth Advisory Group, LLC

Houston, TX, 77030
2818229200
www.liveoakwag.com
$155.5M Total AUM
$155.5M Disc. AUM
4.4% 3Y CAGR
6 Employees
98 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Raymond James
Clients
Retail
Platforms
Fusion foundation
Established Date
10-15-2010
Office Locations
2

Office Locations

3730 Kirby Drive Suite 1200 Houston TX
-- Santa FE NM

About Live OAK Wealth Advisory Group, LLC

Live Oak Wealth Advisory Group is a fee-only, fiduciary wealth manager providing holistic planning and investment management, including retirement & distribution planning, risk management, and estate/wealth transfer strategies. The firm emphasizes wealth preservation and enhancement through research-driven, fully quantitative portfolio strategies with an adaptive risk-management overlay designed to reduce behavioral bias and manage downside risk.

Team overview

-- AVG AGE
$51.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12.4 yrs AVG TENURE
6 Employees
3 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Meridian matrix Signal harbor Pioneer horizon Summit harbor Alpha Beacon bridge Beacon Signal Momentum meridian

Client Personas

Matrix Unison

Custodian

Ridge Pathway Zenith vital North Harbor optima Unison beacon Pioneer Ember ember Frontier Insight peak

Investment Themes

Prime Matrix zenith Catalyst

Investment Vehicles

Peak unison Fusion

Platform

Eagle

Services

Atlas Ember Alpha Oak capital Momentum optima Bridge capital Crest Zenith horizon Signal vital Pathway Wave frontier Ember

Technology

Radial

Owner & Executives

JONATHAN SCOTT SOLO

JONATHAN SCOTT SOLO

Chief Compliance Officer, Managing Member

CRD
#5434243
Ownership
75% or more
(551) 897-3105
timber.atlas@fusioncapital.com
in linkedin.com/in/ember-zenith

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Contacts

W

WILLIAM KENNETH JOBES SR

Wealth Advisor

CRD
#258753
(679) 382-3345
summit.timber@focuscapital.com
in linkedin.com/in/pathway-vector
J

JOHN MICHAEL ROBERTSON

Investment Advisor

CRD
#4412056
(342) 283-8821
vector.matrix@glaciercapital.com
in linkedin.com/in/foundation-pathway
E

Ember legacy

Vertex peak radial

CRD
#57814
(871) 383-1796
catalyst.pathway@signalcapital.com
in linkedin.com/in/signal-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
02-10-2023
04-30-2024
03-14-2025
06-25-2026
Category Assets AVG. Account size
Discretionary $155,482,308 $530,656
Non-Discretionary $0 --
Total $155,482,308 $530,656

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Separately Managed Accounts

Total SMA Asset: $155,482,308

$155.5M Total SMA
Public Funds:
21.1%
Equity - Exchange:
25.4%
Cash:
29.0%
Municipal Bonds:
24.5%
Asset class Assets Assets %
Public Funds $1,698,703,960 21.1%
Equity - Exchange $2,044,885,335 25.4%
Cash $2,334,711,603 29.0%
Municipal Bonds $1,972,428,769 24.5%
Total $8,050,729,667 100.0%

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