Tidal Creek Capital Advisors logo

Tidal Creek Capital Advisors

Updated today

Client AUM

$124,531,000

Clients

177

Advisors

5

of 5 employees

About

Tidal Creek Capital Advisors is a registered investment adviser that provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts; the brochure also discloses that the firm accepts engagements from other investment adviser clients. Financial planning is offered as an incidental, no-additional-cost service alongside portfolio management.

The firm implements a mix of model and custom strategies, including the Magnolia Series of five ETF model portfolios (Levels 1–5) and named strategies Palmetto (growth & income), Live Oak (income), and the recently added Ironwood aggressive growth strategy. Investment decisions draw on fundamental, technical, and charting analysis, with accounts managed on a discretionary basis and custody required through Charles Schwab.

What distinguishes Tidal Creek from many peers is that it provides advisory services to other investment advisers and discloses the use of derivatives in separately managed accounts—features that are statistically uncommon among similar team firms. The brochure also emphasizes procedural specifics such as minimum account guidelines, a requirement that Investment Adviser Representatives hold a college degree or equivalent experience, and a defined model-series approach that can be applied to smaller account sizes.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy Active portfolio management Income planning General tax planning

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Fee options

Percentage

$0+: 1.45% Palmetto Strategy $0+: 1.45% Ironwood Strategy $0+: 1.35% Live Oak Strategy $0+: 1.00% Magnolia Model $0+: 1.00% Custom Portfolio

Other

Account minimum: $50,000

Main office

18 Palmetto Way, Suite B

Bluffton SC 29910

Advisors at this office

5

Most active in

California · Georgia · New Hampshire · North Carolina · South Carolina · Tennessee · Texas · Virginia

Also doing business as

Blackwell Boyd Wealth Management · Live Oak Management Group, LLC · Tidal Creek Capital Advisors

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alex M

Series 63, Series 65

Bluffton, SC

Tidal Creek Capital Advisors

Alex Meintel is a financial advisor at Tidal Creek Capital Advisors with 17 years of industry experience. He has held roles at Dividend Assets Capital, Goldman Sachs, Renaissance Macro Securities, and Renaissance Macro Research. Meintel holds Series 63 and Series 65 designations. Tidal Creek Capital Advisors provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm uses a combination of model and custom strategies, including ETF model portfolios and named strategies, and serves other investment advisers while implementing discretionary accounts that may include derivatives.

Wealth management Retirement income strategy Active portfolio management Income planning General tax planning
user avatar

Joshua M

Series 65

Bluffton, SC

Tidal Creek Capital Advisors

Joshua Marcus is a financial advisor at Tidal Creek Capital Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Auburn University and North Carolina State University. Tidal Creek Capital Advisors provides asset management, financial planning, and ERISA-related advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm uses a combination of model and custom strategies, including ETF model portfolios and named strategies such as Palmetto, Live Oak, and Ironwood, with discretionary account management and custody through Charles Schwab.

Wealth management Retirement income strategy Active portfolio management Income planning General tax planning
user avatar

Jacob D

Series 65

Bluffton, SC

Tidal Creek Capital Advisors

Jacob Dixon is a financial advisor at Tidal Creek Capital Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Trinity Wealth Securities, Florida Financial Advisors, and Standard Plastic Card Solutions. Tidal Creek Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers asset management, financial planning, and ERISA-related advisory services using a combination of model and custom strategies, with discretionary accounts custodied through Charles Schwab.

Wealth management Retirement income strategy Active portfolio management Income planning General tax planning
user avatar

Kristin W

Series 65

Bluffton, SC

Tidal Creek Capital Advisors

Kristin Winslow is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC. She holds a Series 65 credential and has one year of industry experience. Her prior roles include positions at Saint Gregory the Great Catholic School and Prospera Financial Group. Tidal Creek Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts, and also provides services to other investment advisers. The firm offers asset management, financial planning, and ERISA-related advisory services, employing a mix of model and custom strategies managed on a discretionary basis.

Wealth management Retirement income strategy Active portfolio management Income planning General tax planning
user avatar

Jonathan B

Series 66

Bluffton, SC

Tidal Creek Capital Advisors

Jonathan Boyd is a financial advisor at Tidal Creek Capital Advisors with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Live Oak Management Group and Intervest International Equities Corp. Outside of his advisory role, he is an absentee owner of a Stretch Zone fitness franchise. Tidal Creek Capital Advisors serves individuals, high-net-worth clients, retirement plans, and trusts, offering asset management, financial planning, and ERISA-related advisory services. The firm employs a mix of model and custom strategies and provides advisory services to other investment advisers, with a focus on discretionary account management and the use of derivatives in separately managed accounts.

Wealth management Retirement income strategy Active portfolio management Income planning General tax planning
View complete list of advisors at this firm
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