Amanda Katherine Miars

Employer firm

Live Oak Private Wealth, LLC CRD 297904

$1.32B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 12/2023
  Murchison, Taylor & Gibson, Pllc
  Wilmington, NC
• 01/2024 → Present
  Live Oak Private Wealth, Llc
  Wilmington, NC

Other Businesses

(1) Owner of short term rental property in Atlantic, NC; Non-investment related; Serves as Co-Owner with husband and property manager and conducts business from primary residence (2501 Canterbury Rd, Wilmington, NC 28403); Property has been in service as a short term since 2023; Spends approx. 50-100 hours per year for this activity, none of which are during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-14

Other Names

• Amanda Katherine Hannon
• Amanda Miars