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Live Oak Family Offices LLC (Jacksonville)


Live Oak Family Offices LLC is a large advisory firm based in Jacksonville. It manages $70.55 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.

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Live Oak Family Offices provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Live Oak Family Offices: assets under management

The assets under management (AUM) of Live Oak Family Offices LLC is $70.55 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $33.9 million in discretionary accounts and $36.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $941.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.07 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Live Oak Family Offices LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Live Oak Family Offices LLC performs its advisory services is located at 4376 Roma Blvd, Jacksonville, FL 32210 8445, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-389-5110 or by fax 904-389-9246. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.lofollc.com.


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