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Wealth manager, independent · Sarasota, FL

Tactive Advisors, LLC

SEC-registered investment adviser · CRD 309311 · SEC 801-119680

At a glance

Tactive Advisors, LLC is an SEC-registered investment adviser based in Sarasota, Florida, with $619 million in regulatory assets under management as of its Form ADV filed June 4, 2026. Its largest client group by assets is other investment advisers, and it reports 1,564 individual clients. By Form ADV it is a wealth manager, ranked 2,416th of 8,915 wealth managers and 6,987th of 17,210 SEC-registered advisers by assets.

Main office 855-282-2848tactiveadvisors.comAs filed on Form ADV

Regulatory AUM
$619M
Rank among wealth managers
#2,416 of 8,915
Rank among all SEC RIAs
#6,987 of 17,210
Rank in Florida
#369 of 1,090
Individual clients
1,564
High-net-worth clients
45
Accounts
3,434
Discretionary
57% of AUM
Employees
15
Advisory staff
14
Offices
12

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Charles Schwab$398M84%
  2. Goldman Sachs$78M16%

Other RIAs using Charles SchwabOther multi-custodian RIAs

Broker-dealer

Hybrid RIA

Tactive Advisors, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.

Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Other investment advisers3$264M43%
Individuals1,519$213M34%
High-net-worth individuals45$123M20%
Pension and profit sharing plans1$20M3%

Disciplinary disclosures

Tactive Advisors, LLC answers yes to 5 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗tactiveadvisors.com ↗

AtlasMembers

The full record on Tactive Advisors, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 5 years of filings
Locked
Growth over one, three and five years
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Rank against 4,857 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Tactive Advisors, LLC manage?

Tactive Advisors, LLC reports $619 million in regulatory assets under management across 3,434 accounts, 57% of it on a discretionary basis, on its Form ADV filed June 4, 2026.

What kind of firm is Tactive Advisors, LLC?

Tactive Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Tactive Advisors, LLC’s clients?

By assets, its largest client types are other investment advisers ($264 million, 3 clients); individuals ($213 million, 1,519 clients); high-net-worth individuals ($123 million, 45 clients).

Does Tactive Advisors, LLC have any disciplinary history?

Tactive Advisors, LLC answers yes to 5 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Tactive Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →