Tactive Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$619M
Discretionary
$355M
57% of AUM
Avg account
$180K
Accounts
3,434
Employees
15
Advisory reps
19

Firm details

Headquarters
Sarasota, Florida
CRD number
309311
Registered since
October 23, 2020
Custodians
CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers42.58%
  • Individuals34.39%
  • HNWI19.85%
  • Pension & Profit Sharing Plans3.17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tactive Advisors, LLC is an independent, SEC-registered investment adviser formed as an LLC and registered in 2020. The firm is owned by an individual and charges fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses, and its client base includes both individual & family and institutional clients. The firm does not identify as an active ESG investor, is not a capital allocator, and does not list pension consulting or related-adviser activity. Filings and firm-level disclosures indicate a clear tilt toward publicly traded equities and exchange-traded products as the primary vehicle for client exposures. Advisory relationships appear to be a mix of discretionary and non-discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Non-Exchange Traded Equities 10%, US Government Bonds 5%, State & Local Bonds 3%, Cash & Cash Equivalents 2%80%
  • Exchange Traded Equities80%
  • Non-Exchange Traded Equities10%
  • US Government Bonds5%
  • State & Local Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Jon Lee

    Jon Lee

    Chief Executive Officer, PartnerCRD 2354294

  • Joseph Gissy

    Joseph Gissy

    CEO and FounderCRD 6294262

  • Jonathan Pace

    Jonathan Pace

    Founder and CEOCRD 6998715

Contacts

3 of 16
  • Casey Cason

    Casey Cason

    Investment Adviser RepresentativeCRD 4637180

  • James Vitalie

    James Vitalie

    Executive ChairmanCRD 2110559

  • Joseph Onopa

    Joseph Onopa

    Investment Adviser RepresentativeCRD 4226294

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 173

Active vs passive

$291M in ETFs

Passive

64%

$186M

Active

25%

$104M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$17M24,7395.84%

Location

Primary office

Sarasota, FL

Sarasota

Location

Sarasota, FL

Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
1990 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth