1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TIDAL CREEK CAPITAL ADVISORS

Map pinBLUFFTON, SC
Phone843-540-1149
NotebookSEC #801-136189
Total AUM
$126M
Employees
4
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 PALMETTO WAY
SUITE B
BLUFFTON
SC 29910
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
843-540-1149

ReceiptFinancials

Total AUM
$126M
Accounts
177
Discretionary
$125.2M
Accounts
176
Non-Discretionary
$755.5K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
140
AUM
$40.5M
HNW Individual Clients
37
AUM
$84M
Pension/Profit Sharing Plan Clients
1
AUM
$755.5K
Investment Advisor Clients
3
AUM
$699.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANCNHSCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account