DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Live Oak Family Offices LLC
Latest filing Sep 9, 2026
First filing on the tape Feb 11, 2022 · 6 filings
SEC status approved since Mar 14, 2022
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$158M as of Feb 3, 2025
Mar 30, 2023$141M then
HNW client RAUM$129M as of Feb 3, 2025
Mar 30, 2023$117M then
State-registered IARs (5.B.3)2 as of Feb 3, 2025
Mar 30, 20232 then
Employees (5.A)2 as of Feb 3, 2025
Mar 30, 20232 then
Private funds1 as of Feb 3, 2025
Mar 30, 20231 then
RAUM -100% over the last fiscal yearIARs 2 to 0offices 1 to 0
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +17%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 0reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days1 left over 36 months
Left, latest
- Kevin Patrick Mccutcheon to Bluedoor Private Wealth, LLCDec 31, 2025 · RIA to RIA
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Live Oak Master Fund LP | Other Private Fund | $13.4M | 13 | Feb 11, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Patrick Kevin Mccutcheon · Managing Member/Chief Investment Officercontrolsince 01/2022 · owns 50% to 75%
- Thomas Harry Platt · Managing Member/Chief Compliance Officercontrolsince 07/2003 · owns 50% to 75%
Related persons
Schedule D 7.A
- Lomf Of Jacksonville Inc.investment adviserpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Petersburg, Fl | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- St. Petersburg, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 185 to 0Feb 3, 2025 to Sep 9, 2026
- Advisory employees · 2 to 1Feb 3, 2025 to Sep 9, 2026
- Charity clients · unset to 0.0Feb 3, 2025 to Sep 9, 2026
- Corporate clients · unset to 0.0Feb 3, 2025 to Sep 9, 2026
- HNW clients · 27 to 0Feb 3, 2025 to Sep 9, 2026
- Individual clients · 28 to 0Feb 3, 2025 to Sep 9, 2026
- Pension plan clients · unset to 0.0Feb 3, 2025 to Sep 9, 2026
- Pooled vehicle clients · 1 to 0Feb 3, 2025 to Sep 9, 2026
- Assets in custody · 32300000.0 to unsetFeb 3, 2025 to Sep 9, 2026
- Custody of client assets · true to falseFeb 3, 2025 to Sep 9, 2026
- Employees · 2 to 1Feb 3, 2025 to Sep 9, 2026
- Financial planning clients · to unsetFeb 3, 2025 to Sep 9, 2026
- HQ city · ST. PETERSBURG to unsetFeb 3, 2025 to Sep 9, 2026
- HQ state · FL to unsetFeb 3, 2025 to Sep 9, 2026
- State-registered IARs · 2 to 0Feb 3, 2025 to Sep 9, 2026
- Private funds · 1 to unsetFeb 3, 2025 to Sep 9, 2026
- Discretionary RAUM · $158M to $0Feb 3, 2025 to Sep 9, 2026
- HNW RAUM · $129M to $0Feb 3, 2025 to Sep 9, 2026
- Individual RAUM · $17.4M to $0Feb 3, 2025 to Sep 9, 2026
- Pension RAUM · unset to 0.0Feb 3, 2025 to Sep 9, 2026
- Pooled vehicle RAUM · $12.3M to $0Feb 3, 2025 to Sep 9, 2026
- RAUM · $158M to $0Feb 3, 2025 to Sep 9, 2026
- Succession · false to unsetFeb 3, 2025 to Sep 9, 2026
- Accounts · 117 to 185Mar 12, 2024 to Feb 3, 2025
- HNW clients · 18 to 27Mar 12, 2024 to Feb 3, 2025
- Individual clients · 29 to 28Mar 12, 2024 to Feb 3, 2025
- Assets in custody · $30.9M to $32.3MMar 12, 2024 to Feb 3, 2025
- Financial planning clients · unset to Mar 12, 2024 to Feb 3, 2025
- HQ city · unset to ST. PETERSBURGMar 12, 2024 to Feb 3, 2025
- HQ state · unset to FLMar 12, 2024 to Feb 3, 2025
- Other offices · 1 to 0Mar 12, 2024 to Feb 3, 2025
- Discretionary RAUM · $148M to $158MMar 12, 2024 to Feb 3, 2025
- HNW RAUM · $120M to $129MMar 12, 2024 to Feb 3, 2025
- Individual RAUM · $13.8M to $17.4MMar 12, 2024 to Feb 3, 2025
- Pooled vehicle RAUM · $13.4M to $12.3MMar 12, 2024 to Feb 3, 2025
- RAUM · $148M to $158MMar 12, 2024 to Feb 3, 2025
- Accounts · 105 to 117Mar 30, 2023 to Mar 12, 2024
- Individual clients · 22 to 29Mar 30, 2023 to Mar 12, 2024
- Assets in custody · $8.2M to $30.9MMar 30, 2023 to Mar 12, 2024
- Discretionary RAUM · $141M to $148MMar 30, 2023 to Mar 12, 2024
Signals
6 dated events
- Live Oak Family Offices Llc reported RAUM $0, down 100% from $158.3M (2025-02-03 to 2026-09-09)Sep 9, 2026 · RAUM change · derived
- Live Oak Family Offices Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $158.3M)Jan 2, 2026 · Left the SEC roster · derived
- Kevin Patrick Mccutcheon left Live Oak Family Offices Llc for Bluedoor Private Wealth, Llc (registered 2025-12-10)Dec 31, 2025 · Advisor changed firm · fact
- Bluedoor Private Wealth, Llc reported succeeding to the business of Live Oak Family Offices Llc (Form ADV Item 4)Nov 19, 2025 · Succession (Item 4) · fact
- Live Oak Family Offices Llc reported RAUM $141.3M, down 43% from $248.2M (2022-02-11 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Live Oak Family Offices Llc filed its initial SEC registration (Form ADV)Feb 11, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- LOFOLLC.COMreportedpublic record, Form ADV, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026