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TACTIVE ADVISORS, LLC
CRD 309311File 801-119680
APPROVED
Retail clients
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.