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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

LIVE OAK FAMILY OFFICES LLC

CRD 141570

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a7a4da4-eaed-a29c-2c54-ef46b20c6003

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
On other graphs: 0
Observed: Feb 11, 2022 to Sep 9, 2026
6 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Live Oak Family Offices Llc reported RAUM $0, down 100% from $158.3M (2025-02-03 to 2026-09-09)

Dated 2026-09-09 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceSep 9, 2026 · seen 5 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
Relying advisers: 1
SEC number: 801-137240
CRD: 141570
Filings on the tape: 6
First filed: Feb 11, 2022
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, FL
Website: lofollc.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LIVE OAK MASTER FUND LP	Other Private Fund	$13.4M	Mar 12, 2024	13	Feb 11, 2022	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCUTCHEON, KEVIN, PATRICK	MANAGING MEMBER/CHIEF INVESTMENT OFFICER	D	yes	01/2022	Feb 11, 2022	Mar 12, 2024
PLATT, HARRY, THOMAS	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	07/2003	Feb 11, 2022	Mar 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LOMF OF JACKSONVILLE INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. PETERSBURG	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 3, 2025	$158M	$158M	2	2	0	1	n/a
2023	Mar 12, 2024	$148M	$148M	2	2	1	1	$13.4M
2022	Mar 30, 2023	$141M	$141M	2	2	1	1	$16.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	$148M	-100.0%	n/a	n/a	1	2	0	1

Relationships

Advises (1)

→ LIVE OAK MASTER FUND LPPrivate fundOther Private Fund, IA
Feb 11, 2022 to presentfactForm ADV

Registered with (1)

← KEVIN PATRICK MCCUTCHEONAdvisorregistration: previous registration
Mar 10, 2022 to Dec 31, 2025factForm ADV

Controls (2)

← PLATT, HARRY, THOMASOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 11, 2022 to Mar 12, 2024factForm ADV
← MCCUTCHEON, KEVIN, PATRICKOwnerMANAGING MEMBER/CHIEF INVESTMENT OFFICER, ownership code D, individual
Feb 11, 2022 to Mar 12, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 9, 2026
Regulatory AUM changed
Live Oak Family Offices Llc reported RAUM $0, down 100% from $158.3M (2025-02-03 to 2026-09-09)
Form ADVobserved 5 days ago
$-158M
Occurred
Dec 31, 2025
Advisor changed firm
Kevin Patrick Mccutcheon left Live Oak Family Offices Llc for Bluedoor Private Wealth, Llc (registered 2025-12-10)
Form ADVobserved 5 days ago
Occurred
Nov 19, 2025
Succession filed (Item 4)
Bluedoor Private Wealth, Llc reported succeeding to the business of Live Oak Family Offices Llc (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Live Oak Family Offices Llc reported RAUM $141.3M, down 43% from $248.2M (2022-02-11 to 2023-03-30)
Form ADVobserved 5 days ago
$-107M
Occurred
Feb 11, 2022
First Form ADV filing
Live Oak Family Offices Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Live Oak Family Offices Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $158.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a7a4da4-eaed-a29c-2c54-ef46b20c6003
First observed: Feb 11, 2022
Last observed: Sep 9, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIVE OAK FAMILY OFFICES LLC

CRD 141570

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a7a4da4-eaed-a29c-2c54-ef46b20c6003

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LIVE OAK MASTER FUND LP

Other Private Fund

$13.4M

Mar 12, 2024

Feb 11, 2022

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCUTCHEON, KEVIN, PATRICK

MANAGING MEMBER/CHIEF INVESTMENT OFFICER

yes

01/2022

Feb 11, 2022

Mar 12, 2024

PLATT, HARRY, THOMAS

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2003

Feb 11, 2022

Mar 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LOMF OF JACKSONVILLE INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ST. PETERSBURG

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 3, 2025

$158M

n/a

2023

Mar 12, 2024

$148M

$13.4M

2022

Mar 30, 2023

$141M

$16.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$148M

-100.0%

n/a