Jonathan Boyd has been Managing Member/CIO of Live Oak Management Group since August 2017, is a control person of the firm and directly owns 75% or more of it.
Live Oak Management Group, LLC is a Bluffton, SC firm with $126M under management, 181 clients and 4 advisers in one office, as of its September 2026 filing.
Jonathan Boyd is Founder and President of Tidal Creek Capital Advisors, based in Bluffton, South Carolina. He launched the firm that became Tidal Creek Capital Advisors in 2011. Before that, he began his financial career at Coopers & Lybrand's San Francisco office and held senior financial roles with Silicon Valley technology firms through 2010, including Tandem Computer, Latitude Communications and Cisco Systems.
Jonathan Boyd’s longest registration is the current one, 9 years at Live Oak Management Group since 2017. Before joining Live Oak Management Group in 2017, Jonathan Boyd was registered through Intervest International, Inc.
- Tidal Creek Capital AdvisorsCurrent– present · 9 yearsBluffton, SC · Adviser representative · Firm CRD 287840
- Intervest International, Inc.– · 5 yearsBluffton, SC · Adviser representative · Firm CRD 111516
Investment adviser representative registrations
Jonathan Boyd is registered as an investment adviser representative in 8 states. The first approvals date from August 2017; the most recent is Georgia, in June 2024.
- CaliforniaSince 3 August 2017
- GeorgiaSince 3 June 2024
- New HampshireSince 6 April 2023
- North CarolinaSince 20 April 2022
- South CarolinaSince 3 August 2017
- TennesseeSince 26 September 2022
- TexasSince 3 August 2017
- VirginiaSince 3 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 September 2011 |
| Series 7 | General Securities Representative Examination | 7 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Hunter Boyd
- CRD
- 5969685
- Firm
- Live Oak Management Group · CRD 287840
- Role
- Managing Member/CIO
- Office
- 18 PALMETTO WAY, SUITE B, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tidalcreekinvestments.com
Where does Jonathan Boyd work?
Jonathan Boyd has been Managing Member/CIO of Live Oak Management Group, LLC since August 2017, and is a control person of the firm.
Is Jonathan Boyd a financial advisor?
Yes. Jonathan Boyd has a current investment-adviser registration in California, Georgia, New Hampshire, North Carolina, South Carolina, Tennessee, Texas and Virginia, through Live Oak Management Group since August 2017.
How many years of experience does Jonathan Boyd have?
Jonathan Boyd has 15 years in the financial industry, since September 2011, across 2 adviser firms.
What exams has Jonathan Boyd passed?
Jonathan Boyd has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Jonathan Boyd with the SIE, which began in October 2018.
Where is Jonathan Boyd based?
Jonathan Boyd’s registered office is in Bluffton, SC.
Is Jonathan Boyd registered with FINRA?
No. Jonathan Boyd has no current broker registration.
How can I verify Jonathan Boyd’s record?
Search CRD 5969685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Boyd’s full registration record.
