PRIVACY POLICY

Please click below to review our
Registered Investment Advisor Disclosure Statement - ADV Part IIA
Registered Investment Advisor Disclosure Statement - ADV Part IIB
Registered Investment Advisor Relationship Summary - ADV CRS

Live Oak Wealth Advisory Group, LLC (“LOWAG”) is a SEC registered investment adviser. LOWAG may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. LOWAG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LOWAG’s web site on the Internet should not be construed by any consumer and/or prospective client as LOWAG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LOWAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LOWAG. A copy of LOWAG’s current written disclosure statement discussing LOWAG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from directly from LOWAG upon request at no additional cost. 

LOWAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LOWAGs web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by LOWAG), will be profitable or equal any historical performance level(s). Certain portions of LOWAG’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, LOWAG’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from LOWAG, or from any other investment professional. LOWAG is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if LOWAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of LOWAG by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to LOWAG’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LOWAG, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to LOWAG’s web site, to release and hold harmless LOWAG, LOWAG, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from LOWAG.

If you have any questions or concerns regarding this policy or wish to receive a full copy of our ADV then please contact:

ATTN: Jonathan, Chief Compliance Officer
Live Oak Wealth Advisory Group, LLC
3730 Kirby Dr, Suite 1200
Houston, TX 77007
281.822.9200
compliance@liveoakwag.com