CRD: 287840
Tidal Creek Capital Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2017
- Office Locations
- 2
Office Locations
About Tidal Creek Capital Advisors
Tidal Creek Capital Advisors is an independent, fee-based RIA offering financial planning and investment management with transparent fees and no proprietary products to sell. Portfolios are customized to client objectives and risk tolerance, reviewed regularly, and managed using the firm’s proprietary strategies with close benchmark monitoring. Public filings show a strong ETF allocation and custody with Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN HUNTER BOYD
Chief Investment Officer, Managing Member, President
- CRD
- #5969685
- Ownership
- 75% or more
Kristin Marie Winslow
Chief Compliance Officer
- CRD
- #6859805
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jacob Tyler Dixon
--
- CRD
- #8142915
Joshua Dean Marcus
--
- CRD
- #7284959
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,230,112 | $711,535 |
| Non-Discretionary | $755,495 | $755,495 |
| Total | $125,985,607 | $711,783 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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