Tidal Creek Capital Advisors

Joshua Marcus is a financial advisor with Tidal Creek Capital Advisors in Bluffton, SC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Auburn University and North Carolina State University. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, including ERISA 3(21) fiduciary consulting for employer-sponsored plans. The firm emphasizes tailored ETF-based model portfolios and custom solutions, managing approximately $105 million across 169 client relationships.

Jacob Dixon is a financial advisor at Tidal Creek Capital Advisors in Bluffton, SC. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Tidal Creek, he worked at Trinity Wealth Securities, Florida Financial Advisors, and Standard Plastic Card Solutions. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, with a focus on ETF-based model strategies and custom portfolio solutions. The firm serves a range of clients, including high-net-worth individuals and employer-sponsored retirement plans, emphasizing tailored portfolios and periodic account monitoring.

Kristin Winslow is a financial advisor at Tidal Creek Capital Advisors in Bluffton, SC, holding a Series 65 credential. She has been with the firm since 2021 and has prior experience at Prospera Financial Group and in educational roles at Saint Gregory the Great Catholic School and Saint Agatha Catholic School. Additionally, she operated Pitter Patter Pet Services, LLC for nine years. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, including ERISA 3(21) fiduciary consulting for employer-sponsored plans. The firm offers tailored ETF-based portfolio strategies and financial planning as an incidental service.

Jonathan Boyd is a financial advisor at Tidal Creek Capital Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Live Oak Management Group and Intervest International Equities Corp. Outside of finance, he is an absentee franchise owner of Stretch Zone, a fitness-related assisted stretch business. Tidal Creek Capital Advisors provides discretionary investment management and advisory services to individuals, trusts, and retirement plans, including ERISA 3(21) fiduciary consulting for employer-sponsored plans. The firm offers tailored ETF-based model strategies and custom solutions, managing approximately $105 million across a small client base to allow for customized portfolio construction.