← Directory
TACTIVE ADVISORS, LLC
CRD 309311File 801-119680
APPROVED
Retail clients
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$619.0M
Above cohort median (national)
Discretionary AUM
$355.4M
Non-discretionary $263.6M
Clients
1,568
3,434 accounts
Employees
15
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 23, 2020
- Principal office
- 1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236
- Phone
- 855-282-2848
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $619.0M
- Discretionary AUM
- $355.4M
- Non-discretionary AUM
- $263.6M
- Discretionary accounts
- 1,564
- Non-discretionary accounts
- 1,870
- Total accounts
- 3,434
- AUM per client
- $395K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $263.6M |
| High net worth individuals | 45 | $122.9M |
| Pension and profit sharing plans | Fewer than 5 | $19.6M |
| Individuals (other than high net worth individuals) | 1,519 | $212.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 1,375 | 1,568 | increased by193 |
| Apr 1, 2026 | AUM | $456,874,649 | $619,043,913 | increased by$162,169,264 |
| Apr 1, 2026 | Accounts | 2,671 | 3,434 | increased by763 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 14 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 394 | 1,375 | increased by981 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $116,575,686 | $456,874,649 | increased by$340,298,963 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 394 | 2,671 | increased by2,277 |
| Jul 1, 2022 | Employees | 8 | 9 | increased by1 |
| Jun 1, 2022 | Employees | 7 | 8 | increased by1 |
| Jun 1, 2022 | Clients | 259 | 394 | increased by135 |
| Jun 1, 2022 | AUM | $72,118,649 | $116,575,686 | increased by$44,457,037 |
| Jun 1, 2022 | Accounts | 338 | 394 | increased by56 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TACTIVE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TACTIVE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.