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firm profile

Live Oak Family Offices Llc

RIA Saint Petersburg, FL CRD 141570 Last verified October 2026

Overview

Live Oak Family Offices Llc is an SEC registered investment adviser based in Saint Petersburg, FL, registered since 2003.

Employees
1
Registered since
2003
Jurisdictions
1

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Selection of Other Advisors
Fee structure
Fixed Fees and Percentage of Assets

Location

Headquarters
888 Executive Center Dr W Ste 101
Saint Petersburg, FL 33702
County
Pinellas
Metro area
Tampa-St. Petersburg-Clearwater, FL
Region
South

Registrations

  • SEC registered
  • Registered in 1 jurisdiction
  • Website: lofollc.com

Every state, with registration dates

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