A complete list of active advisors currently associated with Tidal Creek Capital Advisors

Warmer can help you find a great advisor at Tidal Creek Capital Advisors or one who fits your needs even better.

Tidal Creek Capital Advisors provides investment management and financial planning to individuals, high‑net‑worth clients, retirement plans, and trusts. The firm offers model ETF-based strategies (the five‑level Magnolia Series) as well as Palmetto (growth & income) and Live Oak (income) portfolios, and it tailors services to each client’s Investment Policy Statement. The firm describes a hands‑on, customized approach that combines fundamental, technical and charting analysis with regular monitoring and quarterly or annual reviews, and it makes financial planning available to managed‑account clients at no additional cost. Tidal Creek requires Charles Schwab as the independent custodian for managed accounts and documents procedures for trade execution, reporting, and client communications. Noteworthy in the brochure are disclosures tied to retirement‑plan work: Tidal Creek attests to acting as an ERISA fiduciary, provides IRA rollover guidance, and tailors IPS work for plan clients, and it is in the process of transitioning to SEC registration after exceeding $100 million in regulatory assets under management. The brochure also highlights operational and compliance matters that support serving other investment‑adviser clients and addresses the firm’s use of more complex strategies and related risks — including references to principal‑transaction procedures and the firm’s potential use of derivative strategies in separately managed accounts.

To learn more about the advisors currently working at Tidal Creek Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.