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Live Oak Investment Partners
AUSTIN, TX
CRD: 304406
In network coverage since August 19, 2026 · 2 stories
$266MRegulatory AUMSEC Form ADV · Oct 24
4EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Network coverage
Deals & PE
The platform arms race turns to software and services
Edward Jones's Quicken stake, Siebert's FusionIQ pact, and Arbo's CPA acquisition show the platform fight has moved to the tools around the advisor.