Tactive Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Jon Lee
Chief Executive Officer, PartnerCRD 2354294

Joseph Gissy
CEO and FounderCRD 6294262

Jonathan Pace
Founder and CEOCRD 6998715
Contacts
3 of 16
Casey Cason
Investment Adviser RepresentativeCRD 4637180

James Vitalie
Executive ChairmanCRD 2110559

Joseph Onopa
Investment Adviser RepresentativeCRD 4226294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$291M in ETFs
64%
$186M
25%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $17M | 24,739 | 5.84% |
Location
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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