Overview
Assets Under Management: $126 million
Headquarters: BLUFFTON, SC
High-Net-Worth Clients: 37
Average Client Assets: $2.3 million
Frequently Asked Questions
TIDAL CREEK CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287840), TIDAL CREEK CAPITAL ADVISORS is subject to fiduciary duty under federal law.
TIDAL CREEK CAPITAL ADVISORS is headquartered in BLUFFTON, SC.
TIDAL CREEK CAPITAL ADVISORS serves 37 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, TIDAL CREEK CAPITAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
TIDAL CREEK CAPITAL ADVISORS manages $126 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, TIDAL CREEK CAPITAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.70%
Average Client Assets: $2.3 million
Total Client Accounts: 177
Discretionary Accounts: 176
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 287840
Filing ID: 2092626
Last Filing Date: 2026-04-07 17:19:12