Live Oak Management Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Live Oak Management Group reports 181 clients. They include 140 individual clients, 37 high-net-worth individuals and 3 other investment advisers. Of its assets, 99.4% ($125M across 176 accounts) are managed with discretion; $755K across 1 account is not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 32% |
| High-net-worth individuals | 20% | 67% |
| Pension and profit-sharing plans | <1% | <1% |
| Other investment advisers | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 140 | $40.5M | 32.1% | $289K |
| High-net-worth individuals | 37 | $84M | 66.7% | $2.27M |
| Pension and profit-sharing plans | Fewer than 5 | $755K | 0.6% | $755K |
| Other investment advisers | Fewer than 5 | $699K | 0.6% | $233K |
| Total | 181 | $126M | 100% | — |
- Clients
- 140
- Regulatory AUM
- $40.5M
- AUM share
- 32.1%
- Avg. per client
- $289K
- Clients
- 37
- Regulatory AUM
- $84M
- AUM share
- 66.7%
- Avg. per client
- $2.27M
- Clients
- Fewer than 5
- Regulatory AUM
- $755K
- AUM share
- 0.6%
- Avg. per client
- $755K
- Clients
- Fewer than 5
- Regulatory AUM
- $699K
- AUM share
- 0.6%
- Avg. per client
- $233K
Total
- Clients
- 181
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Live Oak Management Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jonathan Boyd owns 75% or more of Live Oak Management Group. The leadership team of Live Oak Management Group includes Chief Compliance Officer Kristin Winslow. It has 4 employees.
Leadership
Kristin WinslowChief Compliance Officer
Jonathan BoydManaging Member/CIO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Live Oak Management Group, LLC
Jonathan Boyd
Control person · since August 2017
Besides its headquarters, Live Oak Management Group has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 18 Palmetto Way, Suite B, BlufftonHQ
Contact and registration details
- Legal name
- Live Oak Management Group, LLC
- Headquarters
- 18 Palmetto Way, Suite B, Bluffton, SC 29910
- Website
- tidalcreekinvestments.com
- Phone
- 843-540-1149
- @tidal-creek-capital
- SEC file
- 801-136189
- Structure
- South Carolina LLC
- Fiscal year end
- December
Live Oak Management Group uses Charles Schwab ($126M) as custodian for its separately managed accounts. Live Oak Management Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Franscisco, CA · $126M100%
At year end, Live Oak Management Group’s separately managed accounts were mostly in stocks (65%) and funds (21%).
What the accounts hold
- Stocks65%
- Funds21%
- Bonds7%
- U.S. government and agency bonds6%
- High-yield corporate bonds1%
- Cash6%
- Other1%
- Derivatives1%
How many clients does Live Oak Management Group have?
Live Oak Management Group has 181 clients and manages $126 million for them, as of September 2026. They include 140 individual clients, 37 high-net-worth individuals and 3 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Live Oak Management Group offer?
Live Oak Management Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Live Oak Management Group use?
Live Oak Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Franscisco, CA), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Live Oak Management Group have?
Live Oak Management Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Live Oak Management Group invest in?
At the end of its last fiscal year, Live Oak Management Group’s separately managed accounts held 65% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 6% cash and equivalents, 1% high-yield corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Live Oak Management Group?
Live Oak Management Group’s direct owner is Jonathan Boyd (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Live Oak Management Group get paid?
Live Oak Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Live Oak Management Group?
Live Oak Management Group’s main office is at 18 Palmetto Way, Suite B, Bluffton, SC 29910. Its phone number is 843-540-1149. Its website is tidalcreekinvestments.com.