Live Oak Bank

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Live Oak Bank

Offered by Live Oak
  • Description
  • Advantage
  • Benefits

Access to financing solutions for investment advisors for any business goal.

Live Oak Bank, a preferred vendor of Chalice Advisor Lending Solutions, knows what it takes to be a successful advisor. In order to do be successful in today’s industry, you need to build a profitable business. The problem is you need capital to grow, which can be overwhelming and expensive. 

Live Oak believes that advisors should be able to attain the capital they need to fuel growth without stifling cash flow. They understand the challenges associated with growing, buying, transitioning and selling investment advisory businesses, which is why their dedicated investment advisor lending team has lent over seven hundred million dollars to advisors. 

If you’re ready to make plans for your advisory business, they can help. Connect with a Live Oak Investment Advisory Loan Officer, they will help you determine the best financing options to meet your goals.


Exclusive benefits available only to Chalice Financial Network members  

  • No application fees
  • No underwriting fees
  • No cash collateral account or deposit relationship required
  • Expedited loan processing


Chalice members enjoy the following benefits from Live Oak

  • Free assessment of your business
  • Free pre-qualification
  • Free consulting on M&A, Succession Planning, Recruiting, Transitions and more
  • Conventional & SBA financing options
  • Fixed & Variable rates available
  • Minimum loan size $250k
  • Superior servicing for the life of the loan
  • Funds can be used for M&A, working capital, succession, refinance and other business purposes

Visit Live Oak Bank Investment Advisory Resource Center to learn more.