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Co-Chief Investment Officer · Live Oak Private Wealth, LLC

John W. Coleman

CRD 1619721 · Named on Form ADV at one SEC-registered adviser

At a glance

Live Oak Private Wealth, LLC, an SEC-registered wealth manager based in Wilmington, NC with $1.3 billion in regulatory assets, lists John W. Coleman on its Form ADV as Co-Chief Investment Officer, a control person.

Firms and roles

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John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with John on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.