Live Oak Management Group, LLC
Live Oak Management Group, LLC is an SEC-registered mass-market adviser with $126.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Live Oak Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287840, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $126.0M (2026-05-11)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 178
- CRD
- 287840
- Ownership
- Winslow, Kristin, Marie; BOYD, JONATHAN, HUNTER
How much AUM does Live Oak Management Group, LLC have?
Live Oak Management Group, LLC reported $126.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Live Oak Management Group, LLC?
Disclosed owners and executives of Live Oak Management Group, LLC include Winslow, Kristin, Marie, BOYD, JONATHAN, HUNTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.