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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TIDAL CREEK CAPITAL ADVISORS

LIVE OAK MANAGEMENT GROUP, LLC, CRD 287840

BLUFFTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ea0670f-5aeb-8b82-9712-80554757c781

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 11, 2026 to Sep 9, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.01 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $126MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $125M
Private client RAUM: $125MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $25.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 177
Individual clients: 140
High net worth clients: 37
SEC number: 801-136189
CRD: 287840
Filings on the tape: 2
First filed: May 11, 2026
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, SC
Website: tidalcreekinvestments.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN HUNTER BOYD	n/a	BLUFFTON, SC	9	15	1	no
Joshua Dean Marcus	n/a	BLUFFTON, SC \| Philadelphia, PA	5	13	n/a	no
Kristin Marie Winslow	n/a	BLUFFTON, SC	1	9	n/a	no
Jacob Tyler Dixon	n/a	BLUFFTON, SC	0	11	1	no
ALEX CHARLES MEINTEL	n/a	BLUFFTON, SC	0	17	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOYD, JONATHAN, HUNTER	MANAGING MEMBER/CIO	E	yes	08/2017	Sep 9, 2026	Sep 9, 2026
Winslow, Kristin, Marie	CHIEF COMPLIANCE OFFICER	Na	yes	02/2022	Sep 9, 2026	Sep 9, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	3	1

Relationships

Controls (2)

← BOYD, JONATHAN, HUNTEROwnerMANAGING MEMBER/CIO, ownership code E, individual
Sep 9, 2026 to presentfactForm ADV
← Winslow, Kristin, MarieOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 9, 2026 to presentfactForm ADV

Registered with (7)

← ALEX CHARLES MEINTELAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Jacob Tyler DixonAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← Kristin Marie WinslowAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← Joshua Dean MarcusAdvisorregistration: current employment
Jan 15, 2021 to presentfactForm ADV
← JONATHAN HUNTER BOYDAdvisorregistration: current employment
Aug 3, 2017 to presentfactForm ADV
← Alan Karlis LaneAdvisorregistration: previous registration
Oct 1, 2023 to Dec 26, 2024factForm ADV
← EDWARD PINCKNEY TAYLORAdvisorregistration: previous registration
Feb 21, 2018 to Apr 26, 2019factForm ADV

Dated events

Occurred
Dec 26, 2024
Advisor changed firm
Alan Karlis Lane left Tidal Creek Capital Advisors for Crawford Investment Counsel Inc (registered 2025-02-14)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ea0670f-5aeb-8b82-9712-80554757c781
First observed: May 11, 2026
Last observed: Sep 9, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIDAL CREEK CAPITAL ADVISORS

LIVE OAK MANAGEMENT GROUP, LLC, CRD 287840

BLUFFTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ea0670f-5aeb-8b82-9712-80554757c781

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN HUNTER BOYD

n/a

BLUFFTON, SC

Joshua Dean Marcus

n/a

BLUFFTON, SC | Philadelphia, PA

n/a

Kristin Marie Winslow

n/a

BLUFFTON, SC

n/a

Jacob Tyler Dixon

n/a

BLUFFTON, SC

ALEX CHARLES MEINTEL

n/a

BLUFFTON, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYD, JONATHAN, HUNTER

MANAGING MEMBER/CIO

yes

08/2017

Sep 9, 2026

Winslow, Kristin, Marie

CHIEF COMPLIANCE OFFICER

yes

02/2022

Sep 9, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%