Investment adviser · CRD 154962

LIVE OAK WEALTH ADVISORY GROUP, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Sep 25, 2026

Regulatory AUM
$155M
Form ADV · Item 5.F
Client accounts
293
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals32$135,224,40387.0%
Individuals66$20,257,90513.0%
Filing source

Form ADV 2134742 · Sep 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

JOBES SOLO CAPITAL FUND, LPHedge Fund · Last reported Sep 26, 2012$1.45MGross asset value

Form D fundraising filings

Jobes Solo Capital Fund LP

Fund administrator MERIDIAN FUND SERVICES (USA) LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER & TIDWELL, LLP HOUSTON, Texas, United States
Custodian TRADESTATION SECURITIES, INC. HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TRADESTATION SECURITIES, INC.
SEC 8-48711

Fund details & source
Fund ID
805-7218650522
Reported beneficial owners
6
Minimum commitment
$500K
Form D file number
021-183867

Form ADV 670836 · Sep 26, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

QUANTSTRAT DIGITAL ASSET HIGH YIELD FUND, LPHedge Fund · Last reported Feb 10, 2023$787KGross asset value
Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE SAN FRANCISCO, California, United States
Custodian GEMINI TRUST COMPANY, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE
PCAOB 1202

Fund details & source
Fund ID
805-8691167918
Reported beneficial owners
4
Minimum commitment
$250K

Form ADV 1713060 · Feb 10, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3730 KIRBY DRIVE, SUITE 1200
HOUSTON, TX, 77030, United States

CRD 154962

Filing source

Form ADV 2134742 · Sep 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.