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TIDAL CREEK CAPITAL ADVISORS
LIVE OAK MANAGEMENT GROUP, LLC
CRD 287840 · SEC 801-136189
18 PALMETTO WAY, SUITE B, BLUFFTON, SC, 29910, United States
Phone
843-540-1149
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.0M
Discretionary AUM
$125.2M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $40.5M |
| High net worth individuals | 37 | $84.0M |
| Pension/profit sharing plans | 1 | $755K |
| Other investment advisers | 3 | $699K |
States served
CA, GA, NC, SC, TN, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD