Live Oak Family Offices LLC
CRD 141570SEC# 801-137240
No longer SEC-registered. Live Oak Family Offices LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
1
Accounts
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Location
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Live Oak Family Offices LLC assets under management
Live Oak Family Offices LLC operates as an SEC-registered investment adviser. It employs 1 people.
Live Oak Family Offices LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick McCutcheon Control | Managing Member/Chief Investment Officer/Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How many employees does Live Oak Family Offices LLC have?
Live Oak Family Offices LLC reports 1 employees.
Does Live Oak Family Offices LLC disclose fund performance?
Live Oak Family Offices LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$158.4MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
EmployeesTop 94%
More than 6% of 16,820 advisers