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 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.

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.