Joshua Marcus
Tidal Creek Capital Advisors · Bluffton, South Carolina
Joshua Marcus 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.
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Facts
| Firm | Tidal 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, SC, TX, VA · CRD 7284959 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tidalcreekinvestments.com |
| Profile |
How Joshua's firm compares
- Tidal Creek Capital Advisors's average account is about $712,000, from its Form ADV (assets managed divided by 177 accounts).
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Questions about Joshua
Is Joshua Marcus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, Tidal Creek Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Marcus based?
Joshua Marcus is based in Bluffton, South Carolina.
Is Joshua Marcus registered with the SEC?
Yes. Joshua Marcus is registered as an investment adviser representative in CA, GA, SC, TX and VA (CRD 7284959), 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 Joshua Marcus?
Through Joshua'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.
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