Data / Investment advisers / South Carolina / Tidal Creek Capital Advisors
Tidal Creek Capital Advisors, Bluffton, SC: $126 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tidal Creek Capital Advisors is an SEC registered investment adviser with its main office in Bluffton, South Carolina and reports $126 million in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 287840
- SEC file number
- 801-136189
- SEC status
- Approved, effective May 4, 2026
- Legal name
- Live Oak Management Group, LLC
- Main office
- 18 Palmetto Way Suite B, Bluffton, SC 29910
- Phone
- (843) 540-1149
- Website
- tidalcreekinvestments.com
- Regulatory AUM
- $125,985,607 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $125,230,112
- Non discretionary AUM
- $755,495
- Accounts
- 177
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $84 million |
| Individuals (other than high net worth individuals) | 140 | $40.5 million |
| Pension and profit sharing plans | 1 | $755,495 |
| Other investment advisers | 3 | $699,112 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Anderson Griggs Investments | Rock Hill | $133.6 million | Not listed | adviserinfo.sec.gov |
| Imprint Wealth LLC | Mount Pleasant | $131.6 million | Not listed | adviserinfo.sec.gov |
| Warren Capital Group | Charleston | $131 million | Not listed | adviserinfo.sec.gov |
| Advisor.Com | Charleston | $126.8 million | Not listed | adviserinfo.sec.gov |
| Oak Street Advisors | Myrtle Beach | $126.2 million | Not listed | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | $125 million | Not listed | adviserinfo.sec.gov |
| Brickell Key Asset Management LLC | Charleston | $119.9 million | Not listed | adviserinfo.sec.gov |
| HMS Financial Services, LLC | Columbia | $118.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tidal Creek Capital Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.