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Kevin Patrick McCutcheon

Live OAK Family Offices LLC

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About Kevin Patrick McCutcheon

Kevin McCutcheon is a financial advisor who has been registered with the state of Florida since 2013. Kevin McCutcheon is currently affiliated with Live Oak Family Offices LLC and G & O Financial Services, Inc. Kevin McCutcheon has been a part of the financial industry for over 9 years. Kevin McCutcheon has a specialization in Portfolio Management for Individuals. Kevin McCutcheon is a Chartered Financial Analyst.

Firm Information

Kevin McCutcheon is currently registered with Live OAK Family Offices LLC. Live OAK Family Offices LLC is a registered investment advisor headquartered in . The firm manages approximately $158,350,000 in assets for 185 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm also provides portfolio management services for pooled investment vehicles. The firm's website is HTTP://WWW.LOFOLLC.COM.

$158.35M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin McCutcheon’s Registration & Firm History

FL

03/10/2022 - Present

Live OAK Family Offices LLC (St. Petersburg FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick McCutcheon.
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