Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 41
Average Client Assets: $1.8 million
Frequently Asked Questions
TACTIVEST, 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 #173309), TACTIVEST, LLC is subject to fiduciary duty under federal law.
TACTIVEST, LLC serves 41 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, TACTIVEST, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TACTIVEST, LLC manages $144 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, TACTIVEST, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.22%
Average Client Assets: $1.8 million
Total Client Accounts: 630
Discretionary Accounts: 630
Regulatory Filings
CRD Number: 173309
Filing ID: 2056479
Last Filing Date: 2026-03-10 13:58:17