firm profile
Live Oak Private Wealth, LLC
Overview
Live Oak Private Wealth, LLC is an SEC registered investment adviser based in Wilmington, NC, registered since 2018. It reports $1.3B in assets under management across 1,157 accounts, with 12 employees. It has 10 investment adviser representatives.
- Reported AUM
- $1.3B
- Discretionary
- 100%
- Accounts
- 1,157
- Average account
- $1.1M
- Employees
- 12
- Advisory reps
- 10
- Registered since
- 2018
- Jurisdictions
- 6
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Andrew Marshall Basinger III Chief Executive Officer CRD 5476521
- Frank Gehman Jolley Co-Chief Investment Officer CRD 1011372
- John William Coleman III Co-Chief Investment Officer CRD 1619721
4 more executive officers, with direct contact details
Advisory reps 3 of 10
- Andrew M Basinger III Insurance Agent · Investment Adviser Rep CRD 5476521
- Mary Angela Bolton Investment Adviser Rep CRD 7439427
- John William Coleman III Investment Adviser Rep CRD 1619721
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1741 Tiburon Dr
Wilmington, NC 28403 - County
- New Hanover
- Metro area
- Wilmington, NC
- Region
- South
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: liveoakprivatewealth.com
Every state, with registration dates
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