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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIVE OAK WEALTH ADVISORY GROUP, LLC

CRD 154962

HOUSTON, TX

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:f5de490f-5e4c-0316-22f3-ed727cc9dfd8

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2012 to Jun 25, 2026
17 observations

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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $155MItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $155M
Private client RAUM: $155MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $38.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 293
Individual clients: 66
High net worth clients: 32
Custody, client assets: $518,715
SEC number: 801-122404
CRD: 154962
Filings on the tape: 17
First filed: Mar 15, 2012
Latest filed: Jun 25, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN SCOTT SOLO	n/a	HOUSTON, TX	15	18	2	no
WILLIAM KENNETH JOBES	n/a	HOUSTON, TX \| SANTA FE, NM	15	45	1	no
JOHN MICHAEL ROBERTSON	n/a	HOUSTON, TX	13	24	1	no
JOHN ROBERT WHITTINGTON	n/a	HOUSTON, TX	5	43	1	no

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
JOBES SOLO CAPITAL FUND, LP	Hedge Fund	$1.4M	Sep 26, 2012	6	Mar 15, 2012	dropped	021-183867
QUANTSTRAT DIGITAL ASSET HIGH YIELD FUND, LP	Hedge Fund	$787,000	Feb 10, 2023	4	Mar 25, 2022	dropped	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
SOLO, JONATHAN, SCOTT	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	08/2015	Mar 15, 2012	Apr 30, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	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
2025	Mar 27, 2026	$155M	$155M	6	3	2	n/a	n/a
2024	Mar 14, 2025	$143M	$143M	6	3	2	n/a	n/a
2023	Mar 27, 2024	$134M	$134M	6	3	2	n/a	n/a
2022	Feb 10, 2023	$135M	$135M	3	3	1	1	$787,000
2021	Mar 25, 2022	$125M	$125M	3	3	1	1	$0
2011	Mar 15, 2012	$70.0M	$68.0M	n/a	n/a	n/a	1	$1.4M

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	0	0	0.0%	0	0	0	0	0

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
2025	$155M	$143M	8.7%	$135M	4.9%	6	6	2	2

Relationships

Registered with (5)

← JOHN ROBERT WHITTINGTONAdvisorregistration: current employment
Jun 11, 2021 to presentfactForm ADV
← JOHN MICHAEL ROBERTSONAdvisorregistration: current employment
Jun 6, 2013 to presentfactForm ADV
← WILLIAM KENNETH JOBESAdvisorregistration: current employment
Nov 1, 2010 to presentfactForm ADV
← JONATHAN SCOTT SOLOAdvisorregistration: current employment
Oct 15, 2010 to presentfactForm ADV
← JOHN ALLEN VANNAdvisorregistration: previous registration
Oct 9, 2015 to Dec 14, 2015factForm ADV

Controls (1)

← SOLO, JONATHAN, SCOTTOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to Apr 30, 2024factForm ADV

Advises (2)

→ QUANTSTRAT DIGITAL ASSET HIGH YIELD FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 25, 2022 to Feb 10, 2023factForm ADV
→ JOBES SOLO CAPITAL FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 15, 2012 to Sep 26, 2012factForm ADV

Dated events

Occurred
Aug 27, 2021
First Form ADV filing
Live Oak Wealth Advisory Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Aug 27, 2021
Control person left
Kenneth William Jobes (Managing Member) no longer on Schedule A of Live Oak Wealth Advisory Group, Llc (listed 2012-09-26, absent 2021-08-27)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5de490f-5e4c-0316-22f3-ed727cc9dfd8
First observed: Mar 15, 2012
Last observed: Jun 25, 2026 2 months 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 WEALTH ADVISORY GROUP, LLC

CRD 154962

HOUSTON, TX

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:f5de490f-5e4c-0316-22f3-ed727cc9dfd8

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN SCOTT SOLO

n/a

HOUSTON, TX

WILLIAM KENNETH JOBES

n/a

HOUSTON, TX | SANTA FE, NM

JOHN MICHAEL ROBERTSON

n/a

HOUSTON, TX

JOHN ROBERT WHITTINGTON

n/a

HOUSTON, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JOBES SOLO CAPITAL FUND, LP

Hedge Fund

$1.4M

Sep 26, 2012

Mar 15, 2012

dropped

021-183867

QUANTSTRAT DIGITAL ASSET HIGH YIELD FUND, LP

Hedge Fund

$787,000

Feb 10, 2023

Mar 25, 2022

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SOLO, JONATHAN, SCOTT

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

08/2015

Mar 15, 2012

Apr 30, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$155M

n/a

2024

Mar 14, 2025

$143M

n/a

2023

Mar 27, 2024

$134M

n/a

2022

Feb 10, 2023

$135M

$787,000

2021

Mar 25, 2022

$125M

2011

Mar 15, 2012

$70.0M

$68.0M

n/a

$1.4M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$155M

$143M

8.7%

$135M

4.9%