Joshua Marcus has been an investment adviser representative at Live Oak Management Group since December 2020, and is not listed among the firm’s executive officers or direct owners. Joshua Marcus holds a BS in Biological Engineering from North Carolina State University. Joshua Marcus is a graduate of study in Biosystems Engineering, Auburn University.
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.
Josh Marcus is Portfolio Manager of Tidal Creek Capital Advisors, based in Bluffton, South Carolina. He leads the Magnolia Series and shares responsibility for portfolio analytics and selection across the firm's strategies. He joined Tidal Creek in 2020, coming to investing from engineering.
- Tidal Creek Capital AdvisorsCurrent– present · 5 yearsPhiladelphia, PA · Adviser representative · Firm CRD 287840
Investment adviser representative registrations
Joshua Marcus is registered as an investment adviser representative in 5 states. The first approvals date from December 2020; the most recent is Georgia, in July 2022.
- CaliforniaSince 15 January 2021
- GeorgiaSince 27 July 2022
- South CarolinaSince 14 December 2020
- TexasSince 15 January 2021
- VirginiaSince 15 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Dean Marcus
- CRD
- 7284959
- Firm
- Live Oak Management Group · CRD 287840
- Office
- Philadelphia, PA
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tidalcreekinvestments.com
Where does Joshua Marcus work?
Joshua Marcus is an investment adviser representative registered through Live Oak Management Group, LLC since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Marcus a financial advisor?
Yes. Joshua Marcus has a current investment-adviser registration in California, Georgia, South Carolina, Texas and Virginia, through Live Oak Management Group since December 2020.
How many years of experience does Joshua Marcus have?
Joshua Marcus has 5 years in the financial industry, since December 2020, across 1 adviser firm.
What exams has Joshua Marcus passed?
Joshua Marcus passed the Series 65 in December 2020.
Where is Joshua Marcus based?
Joshua Marcus’ registered office is in Philadelphia, PA.
Is Joshua Marcus registered with FINRA?
No. Joshua Marcus has no current broker registration.
How can I verify Joshua Marcus’ record?
Search CRD 7284959 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Marcus’ full registration record.
