Overview
Assets Under Management: $619 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 45
Average Client Assets: $2.7 million
Frequently Asked Questions
TACTIVE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309311), TACTIVE ADVISORS, LLC is subject to fiduciary duty under federal law.
TACTIVE ADVISORS, LLC is headquartered in SARASOTA, FL.
TACTIVE ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TACTIVE ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
TACTIVE ADVISORS, LLC manages $619 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TACTIVE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.85%
Average Client Assets: $2.7 million
Total Client Accounts: 3,434
Discretionary Accounts: 1,564
Non-Discretionary Accounts: 1,870
Regulatory Filings
CRD Number: 309311
Filing ID: 2087540
Last Filing Date: 2026-03-31 07:29:09