Investment adviser · CRD 287840
TIDAL CREEK CAPITAL ADVISORS
Investment adviser filing (IA)
LIVE OAK MANAGEMENT GROUP, LLC
BLUFFTON, SC, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $126M Form ADV · Item 5.F
- Client accounts
- 177 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $84,031,000 | 66.7% |
| Individuals | 140 | $40,500,000 | 32.1% |
| Retirement plans | Fewer than 5 | $755,495 | 0.6% |
| Other investment advisers | Fewer than 5 | $699,112 | 0.6% |
Filing source
Form ADV 2131729 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
18 PALMETTO WAY, SUITE BBLUFFTON, SC, 29910, United States
CRD 287840
Filing source
Form ADV 2131729 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.