Michael R. Hostick

LIVE OAK INVESTMENT PARTNERS

West Lake Hills, TX

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CRD#: 4353542

Professional summary

Michael Richard Hostick II, who also goes by Michael Richard Hostick, Mike Hostick, is a registered financial advisor currently at LIVE OAK INVESTMENT PARTNERS located in West Lake Hills, Texas and KOVACK SECURITIES INC. located in Austin, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Richard Hostick | Mike Hostick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) DBA - LIVE OAK INVESTMENT PARTNERS, LLC - 3103 BEE CAVE ROAD, SUITE 104, AUSTIN, TX 78746; INVESTMENT RELATED; MANAGE CLIENT INVESTMENTS AND FINANCIAL PLANNING; PORTFOLIO MANAGER AND FOUNDER; 100% OF TIME SPENT. 2) TEXAS INSURANCE LICENSE - 3103 BEE CAVE ROAD, SUITE 104, AUSTIN, TX 78746; INVESTMENT RELATED; ANNUITY AND LIFE INSURANCE SALES; INSURANCE AGENT; LESS THAN 1% OF TIME SPENT. 3) M3C HAPPY PLACE, LLC - 127 SWEET BAY STREET, PORT ARKANSAS, TX 78373; INVESTMENT RELATED; REAL ESTATE; OWNER; LESS THAN 1% OF TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Hostick II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 2, 2019 - Present

LIVE OAK INVESTMENT PARTNERS

RIA

CRD#: 304406

West Lake Hills, TX

Current

November 1, 2022 - Present

KOVACK SECURITIES INC.

Office #1: 3103 Bee Cave Road Suite 104, Austin, TX 78746

CRD#: 44848

Austin, TX

Past

October 1, 2019 - November 15, 2022

CANTELLA & CO., INC.

CRD#: 13905

Austin, TX

Past

January 5, 2015 - October 1, 2019

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

AUSTIN, TX

Past

January 5, 2015 - October 1, 2019

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

AUSTIN, TX

Past

March 15, 2010 - January 20, 2015

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

AUSTIN, TX

Past

March 15, 2010 - January 20, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

AUSTIN, TX

Past

January 28, 2009 - March 16, 2010

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

AUSTIN, TX

Past

June 23, 2006 - March 16, 2010

HILLTOP SECURITIES INC.

CRD#: 6220

AUSTIN, TX

Past

September 26, 2001 - June 12, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

September 26, 2001 - June 27, 2006

OSAIC FA, INC.

CRD#: 3978

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIVE OAK INVESTMENT PARTNERS

LIVE OAK INVESTMENT PARTNERS | LIVE OAK INVESTMENT PARTNERS, LLC

CRD#: 304406 / SEC#: 801-116882

RIA

Registered Investment Advisory firm - (7/2/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/15/2022)

IAR

California
(8/27/2025)

Colorado
(2/23/2023)

IAR

Colorado
(8/26/2025)

Florida
(11/16/2022)

IAR

Florida
(9/29/2025)

IAR

Georgia
(10/14/2025)

Missouri
(10/24/2023)

New Mexico
(11/3/2022)

North Carolina
(11/18/2022)

IAR

Texas
(7/2/2019)

Texas
(11/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/20/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/24/2012

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/4/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/25/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

LIVE OAK INVESTMENT PARTNERS

LIVE OAK INVESTMENT PARTNERS | LIVE OAK INVESTMENT PARTNERS, LLC

CRD#: 304406 / SEC#: 801-116882

RIA

Registered Investment Advisory firm - (7/2/2019 Approved)

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Contact information

Main Address

3103 Bee Cave Road Suite 104, Austin, TX 78746-5523

Mailing Address

Phone number

(512) 532-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIVE OAK INVESTMENT PARTNERS ADV PART 2A (6/23/2025)

Regulatory assets under management

Total Number of Accounts	822
AUM (Assets Under Management)	$ 235,538,811

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael R. Hostick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Hostick II's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVACK SECURITIES INC.

CANTELLA & CO., INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

LIVE OAK INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/2009

Series 63

Date: 9/26/2001

SIE

Date: 10/1/2018

Series 31

Date: 2/24/2012

Series 7

Date: 4/4/2007

Series 6

Date: 9/25/2001

FINRA

Nasdaq Stock Market

Current Firm

LIVE OAK INVESTMENT PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIVE OAK INVESTMENT PARTNERS

TRUST BUT VERIFY

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