# Tidal Creek Capital Advisors

> Tidal Creek Capital Advisors is an SEC-registered investment advisory firm in Bluffton, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 287840
- Filed as: TIDAL CREEK CAPITAL ADVISORS
- Legal name: Live Oak Management Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287840
- AdvisorCensus page: https://advisorcensus.com/firm/tidal-creek-capital-advisors-bluffton-sc-287840

## Quick answers

**How is Tidal Creek Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Tidal Creek Capital Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Tidal Creek Capital Advisors located?**
Tidal Creek Capital Advisors' principal office is in Bluffton, SC, according to its Form ADV.

**Is Tidal Creek Capital Advisors registered with the SEC or a state?**
Tidal Creek Capital Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 287840.

**How much does Tidal Creek Capital Advisors manage?**
Tidal Creek Capital Advisors reports $125,985,607 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (99% discretionary).

**What types of clients does Tidal Creek Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (37); other investment advisers (3).

**Which custodians does Tidal Creek Capital Advisors use?**
Tidal Creek Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tidal Creek Capital Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287840

**Does Tidal Creek Capital Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 11, 2026 says: "Our minimum account opening balance is $50,000, which can be negotiable based upon certain circumstances."

**What changed in Tidal Creek Capital Advisors' recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 11, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> Our minimum account opening balance is $50,000, which can be negotiable based upon certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $125,985,607
- Discretionary: $125,230,112
- Non-discretionary: $755,495

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $40,500,000 |
| High net worth individuals | 37 | $84,031,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $755,495 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 3 | $699,112 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NC, NH, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tidalcreekinvestments.com
- LinkedIn @tidal-creek-capital

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tidal Creek Capital Advisors (CRD 287840): Form ADV filing data as of October 2026.