Tactive Advisors, LLC

RIASEC Registered

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
Website: www.tactiveadvisors.com
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, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm is SEC-registered (2020) and charges fees based on assets under management. Its stated activities center on discretionary and non-discretionary portfolio management rather than acting as a capital allocator, and it is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
Non-Exchange Traded Equities10%
US Government Bonds5%
State & Local Bonds3%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

Jonathan Pace
Founder and CEOCRD 6998715
Joseph Gissy
CEO and FounderCRD 6294262
Jon Lee
Chief Executive Officer, PartnerCRD 2354294

Contacts

3 of 16

Edward Jaax
Wealth AdvisorCRD 5795958
Joseph Onopa
Investment Adviser RepresentativeCRD 4226294
Edmund Gifford
Wealth AdvisorCRD 4931581

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 186

Active vs passive

$344M in ETFs

Passive

63%

$218M

Active

26%

$126M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF (FFLC)	Fidelity	Active	Large Value	$17.9M	303,585	5.21%

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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

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