W Wellspent Public advisor graph
Wellspent public graph/Advisors/Jonathan Boyd
Advisor

Jonathan Boyd

Tidal Creek Capital Advisors · Bluffton, South Carolina

Jonathan Boyd is a fee-only financial advisor at Tidal Creek Capital Advisors in Bluffton, South Carolina. Tidal Creek Capital Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

Request an introduction to Jonathan →

Facts

FirmTidal Creek Capital Advisors
Based in Bluffton, South Carolina
Fee model (firm's Form ADV)Percentage of assets
Assets under management$126.0M across 177 accounts
SEC registration Investment adviser representative in CA, GA, NC, NH, SC, TN, TX, VA · CRD 5969685
Exams passedSeries 66 (2011)
Firm size4 employees
Disclosures None reported
Websitewww.tidalcreekinvestments.com
LinkedInProfile

How Jonathan's firm compares

  • Tidal Creek Capital Advisors's average account is about $712,000, from its Form ADV (assets managed divided by 177 accounts).

What fee-only advisors charge in South Carolina

Request an introduction to Jonathan

Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Jonathan

Is Jonathan Boyd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Tidal Creek Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jonathan charge for financial advice?

Jonathan's firm, Tidal Creek Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Jonathan Boyd based?

Jonathan Boyd is based in Bluffton, South Carolina.

Is Jonathan Boyd registered with the SEC?

Yes. Jonathan Boyd is registered as an investment adviser representative in CA, GA, NC, NH, SC, TN, TX and VA (CRD 5969685), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Tidal Creek Capital Advisors manage?

Tidal Creek Capital Advisors reports $126.0M across 177 accounts in assets under management.

How do I contact Jonathan Boyd?

Through Jonathan's website, www.tidalcreekinvestments.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

See something wrong? Request a correction. Read our methodology.