PROACTIVE ADVISORS, LLC

Overview

Proactive Advisors, LLC is an independent registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm’s advisory scope centers on financial planning and portfolio management for individuals, small businesses and institutional clients, and it also provides pension consulting services. Equity exposure appears to be the backbone of their investment approach—exchange-traded equities and ETFs are the single largest asset class on their books—while alternatives and third‑party funds are available as complementary allocations. The firm uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures), and the high proportion of non‑discretionary assets suggests many relationships are advisory in nature, with clients retaining final custody and trading authority. Proactive Advisors classifies its asset preference toward equities and typically implements positions using exchange‑listed instruments held at retail custodians. Given the client base and service set, the firm likely combines portfolio management with ongoing financial planning and consultative services rather than acting as a large multi‑state allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices