Joshua Dean Marcus
Investment adviser representative at Tidal Creek Capital Advisors
13 yearsExperience
5 statesRegistered in
$126MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Live Oak Management Group LLC (tidal Creek Capital Advisors)Sep 2023 to now
- Tidal Creek Capital AdvisorsJan 2021 to now
- Live Oak Management Group LLC (tidal Creek Capital Advisors)Aug 2020 to Aug 2023
- Auburn UniversityAug 2018 to Sep 2020
- North Carolina State UniversityAug 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 5 states (CA, GA, SC, TX, VA).
Tidal Creek Capital Advisors
Legal name: Live Oak Management Group, LLC
$126MAssets managed
181Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7284959
- Firm CRD
- 287840