{"url":"https://nivawealth.com/firms/live-oak-management-group-287840","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287840","regulatoryAum":125985607,"crd":"287840","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5969685","suffix":null,"lastName":"BOYD","firstName":"JONATHAN","middleName":"HUNTER"},{"crd":"8142915","suffix":null,"lastName":"Dixon","firstName":"Jacob","middleName":"Tyler"},{"crd":"7284959","suffix":null,"lastName":"Marcus","firstName":"Joshua","middleName":"Dean"},{"crd":"5671568","suffix":null,"lastName":"MEINTEL","firstName":"ALEX","middleName":"CHARLES"},{"crd":"6859805","suffix":null,"lastName":"Winslow","firstName":"Kristin","middleName":"Marie"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136189","legalName":"Live Oak Management Group, LLC","displayName":"Live Oak Management Group","slug":"live-oak-management-group-287840","website":"https://tidalcreekinvestments.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/tidal-creek-capital/","founded":null,"organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"18 Palmetto Way, Suite B","city":"Bluffton","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29910"},"tradeNames":[],"registration":{"secApproved":"4 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":703564.9717514124,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":125985607,"discretionary":125230112,"discretionaryAccounts":176,"nonDiscretionary":755495,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":140,"regulatoryAum":40500000},{"label":"High-net-worth individuals","clients":37,"regulatoryAum":84031000},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":755495},{"label":"Other investment advisers","clients":3,"fewerThan5":true,"regulatoryAum":699112}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:43:40.007171+00:00","documents":[{"name":"TIDAL CREEK CAPITAL ADVISORS AMENDED ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057409","versionId":1057409,"submittedOn":"2026-09-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Franscisco, CA","smaAssets":125985607}],"custodyNote":"Live Oak Management Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kristin Winslow","title":"Chief Compliance Officer","crd":"6859805"},{"name":"Jonathan Boyd","title":"Managing Member/CIO","crd":"5969685"}],"ownership":[{"label":"Jonathan Boyd","detail":"Managing member/cio in the 75% or more ownership band and a control person, since August 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"18 Palmetto Way, Suite B","city":"Bluffton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"843-540-1149","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"U.S. government/agency bonds","percent":6},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":21},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/287840/PDF/287840.pdf","brochureDate":"9 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057409","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Live Oak Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Live Oak Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Live Oak Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Live Oak Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Live Oak Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Live Oak Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Live Oak Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Live Oak Management Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}