Jacob T. Dixon

TIDAL CREEK CAPITAL ADVISORS

BLUFFTON, SC 29910

CRD#: 8142915

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Professional summary

Jacob Tyler Dixon is a registered financial advisor currently at TIDAL CREEK CAPITAL ADVISORS located in Bluffton, South Carolina.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Tyler Dixon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2026 - Present

TIDAL CREEK CAPITAL ADVISORS

Office #1: 18 Palmetto Way Suite B, Bluffton, SC 29910

RIA

CRD#: 287840

BLUFFTON, SC

Past

September 1, 2025 - October 29, 2025

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

Miami Lakes, FL

Past

August 11, 2025 - October 29, 2025

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

Miami Lakes, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/30/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/18/2025

Securities Industry Essentials Examination

Current Firm

TIDAL CREEK CAPITAL ADVISORS

BLACKWELL BOYD WEALTH MANAGEMENT | TIDAL CREEK CAPITAL ADVISORS | LIVE OAK MANAGEMENT GROUP, LLC

CRD#: 287840 / SEC#:

California

Registered Investment Advisory firm - (5/24/2017 Approved)

Florida

Registered Investment Advisory firm - (2/14/2018 Approved)

Georgia

Registered Investment Advisory firm - (7/27/2022 Approved)

Louisiana

Registered Investment Advisory firm - (12/31/2023 Terminated)

New Hampshire

Registered Investment Advisory firm - (11/4/2022 Approved)

North Carolina

Registered Investment Advisory firm - (4/20/2022 Approved)

South Carolina

Registered Investment Advisory firm - (5/23/2017 Approved)

Tennessee

Registered Investment Advisory firm - (9/23/2022 Approved)

Texas

Registered Investment Advisory firm - (5/31/2017 Approved)

Virginia

Registered Investment Advisory firm - (7/26/2017 Approved)

West Virginia

Registered Investment Advisory firm - (3/20/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

18 Palmetto Way Suite B, Bluffton, SC 29910

Mailing Address

Phone number

(843) 540-1149

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 104,805,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob T. Dixon

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Tyler Dixon's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIDAL CREEK CAPITAL ADVISORS

TRINITY WEALTH SECURITIES, L.L.C.

FLORIDA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2025

Series 6TO

Date: 8/30/2025

SIE

Date: 4/18/2025

Current Firm

TIDAL CREEK CAPITAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIDAL CREEK CAPITAL ADVISORS

TRUST BUT VERIFY

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