DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Tidal Creek Capital Advisors
Legal name Live Oak Management Group, LLC
Latest filing Sep 9, 2026
First filing on the tape May 11, 2026 · 2 filings
SEC status approved since May 4, 2026
RAUM
$126M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$125M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$25.2M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$126M as of Sep 9, 2026
May 11, 2026$126M then
HNW client RAUM$84.0M as of Sep 9, 2026
May 11, 2026$84.0M then
State-registered IARs (5.B.3)4 as of Sep 9, 2026
May 11, 20264 then
Employees (5.A)4 as of Sep 9, 2026
May 11, 20264 then
Private funds: no history
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $25.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $711,783derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$84.0M67%
- Individuals$40.5M32%
- Pension and profit-sharing plans$755,4950.6%
- Other investment advisers$699,1120.6%
- Individual clients
- 140reported
- HNW clients
- 37reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 177reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.01 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan Hunter Boyd | Bluffton, Sc | Aug 3, 2017 | 15 y | 1 |
| Joshua Dean Marcus | Bluffton, Sc | Jan 15, 2021 | 13 y | 0 |
| Kristin Marie Winslow | Bluffton, Sc | Apr 28, 2025 | 9 y | 0 |
| Jacob Tyler Dixon | Bluffton, Sc | Jan 8, 2026 | 11 y | 1 |
| Alex Charles Meintel | Bluffton, Sc | Sep 2, 2026 | 17 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Alan Karlis Lane to Crawford Investment Counsel IncDec 26, 2024 · RIA to RIA
- Edward Pinckney Taylor to Verity Investment PartnersApr 26, 2019 · RIA to RIA
- Alan Karlis Lane to Camarda Wealth Advisory GroupFeb 15, 2019 · RIA to RIA
Joined, latest
- Alex Charles Meintel from Dividend Assets Capital, LLCSep 2, 2026 · RIA to RIA
- Jacob Tyler Dixon from Florida Financial Advisors, LLCJan 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Alan Karlis Lane from LPL Financial LLCOct 1, 2023 · Affiliated broker-dealer or bank to independent RIA
- Edward Pinckney Taylor from Dividend Assets Capital, LLCFeb 21, 2018 · RIA to RIA
- Jonathan Hunter Boyd from Intervest International, Inc.Aug 3, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Hunter Jonathan Boyd · Managing Member/Ciocontrolsince 08/2017 · owns 75% or more
- Marie Kristin Winslow · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bluffton, Sc · principal | 5 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 101-250 to 101-250May 11, 2026 to Sep 9, 2026
- Related adviser · false to unsetMay 11, 2026 to Sep 9, 2026
- Related bank · false to unsetMay 11, 2026 to Sep 9, 2026
- Related broker-dealer · false to unsetMay 11, 2026 to Sep 9, 2026
- Related insurance company · false to unsetMay 11, 2026 to Sep 9, 2026
- Succession · false to unsetMay 11, 2026 to Sep 9, 2026
Signals
1 dated events
- Alan Karlis Lane left Tidal Creek Capital Advisors for Crawford Investment Counsel Inc (registered 2025-02-14)Dec 26, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- jb@tidalcreekinvestments.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-897-4294reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 843-540-1149reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 919-610-7111reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/tidal-creek-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- TIDALCREEKINVESTMENTS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 843-540-1149reportedpublic record, Form ADV, Sep 9, 2026
- Contact form
- tidalcreekinvestments.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $25.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026