Tidal Creek Capital Advisors

RIASEC RegisteredEst. 2026

Total AUM

$126M

Discretionary

$125M

99% of AUM

Avg account

$712K

Accounts

177

Employees

4

Advisory reps

5

Firm details

Headquarters: Bluffton, South Carolina
CRD number: 287840
Registered since: May 4, 2026
Website: www.tidalcreekinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI66.7%
Individuals32.15%
Pension & Profit Sharing Plans0.6%
Other Investment Advisers0.55%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tidal Creek Capital Advisors is an independent, privately owned registered investment adviser organized as an LLC. The firm manages fee-based portfolios for individuals, families and some institutional clients, with core advisory services focused on financial planning and portfolio management for individuals and small businesses. Tidal Creek does not present itself as an ESG-focused allocator and appears to act primarily as a discretionary manager for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
Public Funds/Mutual Funds21%
US Government Bonds6%
Cash & Cash Equivalents6%
Non-Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Kristin Winslow
Client CoordinatorCRD 6859805

Contacts

3 of 4

Jonathan Boyd
PresidentCRD 5969685
Joshua Marcus
Associate Portfolio ManagerCRD 7284959
Alex Meintel
Managing DirectorCRD 5671568

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Bluffton, SC

Beaufort

Location

Bluffton, SC

Headquartered in Bluffton, SC, in the South of the United States.

Region: South
County: Beaufort
Address: 18 Palmetto Way
Time zone: ET (UTC-5)
Office locations

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