Tactivest, LLC

RIASEC RegisteredEst. 2022

Total AUM

$144M

Discretionary

$144M

100% of AUM

Avg account

$229K

Accounts

630

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 173309
Registered since: September 16, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI50.22%
Individuals29.11%
Corporations / Businesses11.81%
Pension & Profit Sharing Plans5.63%
Charitable Organizations3.23%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tactivest, LLC is an independent registered investment adviser organized as an LLC and recorded with the SEC in 2022. The firm is individually owned and provides advisory services to both individual and family clients as well as institutional entities. Core advisory offerings emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-assets, hourly billing, fixed fees and other structures. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not described as a pension consultant or related adviser.