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TIDAL CREEK CAPITAL ADVISORS
Legal name: LIVE OAK MANAGEMENT GROUP, LLC
CRD 287840File 801-136189
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.0M
Bottom 25% of cohort (national)
Discretionary AUM
$125.2M
Non-discretionary $755K
Clients
181
177 accounts
Employees
4
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 4, 2026
- Principal office
- 18 PALMETTO WAY, SUITE B, BLUFFTON, SC, 29910
- Phone
- 843-540-1149
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.0M
- Discretionary AUM
- $125.2M
- Non-discretionary AUM
- $755K
- Discretionary accounts
- 176
- Non-discretionary accounts
- 1
- Total accounts
- 177
- AUM per client
- $696K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $699K |
| High net worth individuals | 37 | $84.0M |
| Pension and profit sharing plans | Fewer than 5 | $755K |
| Individuals (other than high net worth individuals) | 140 | $40.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.