Live Oak Investment Partners
Live Oak Investment Partners LLC is a SEC-registered investment advisory firm headquartered in Austin, Texas. Founded by Mike Hostick, the firm offers personalized financial planning and investment advisory services, prioritizing close client relationships and customized planning. It is a boutique asset manager with a small team, including portfolio managers and analysts, and primarily serves individual investors, including high net worth individuals and retirement plan sponsors. As of June 2025, it manages approximately $235.5 million in assets and has around 4 employees.
Investment Strategy
Live Oak Investment Partners employs a holistic, client-focused investment advisory approach, integrating financial planning with portfolio management services. The firm builds customized investment strategies based on each client’s unique objectives and circumstances, managing diversified portfolios through ongoing asset allocation, security selection, and risk management. The team invests across asset classes with a disciplined strategy that seeks to balance growth, income, and preservation of capital. Their philosophy centers on acting as fiduciaries and taking responsibility for client outcomes by providing tailored advice and continual engagement.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PULS | PGIM ETF TR | 9.76% | $12.7M | 255,248 | $49.76 | $49.76 | +$12.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.94% | $10.3M | 181,217 | $49.50 | $57.01 | +$891.3K |
U UCON | FIRST TR EXCHNG TRADED FD VI | 5.67% | $7.4M | 296,599 | $24.89 | $24.89 | +$7.4M |
S SRLN | SSGA ACTIVE ETF TR | 4.65% | $6.0M | 145,403 | $41.55 | $41.59 | +$66.6K |
F FTLS | FIRST TR EXCH TRADED FD III | 3.85% | $5.0M | 75,620 | $63.04 | $66.28 | +$173.3K |