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
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, SEC‑registered registered investment adviser formed in 2020 and organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, charging fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor, is not a capital allocator, and does not list pension consulting or related‑adviser roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

    Chief Executive Officer, PartnerCRD 2354294

  • JOSEPH GISSY

    CEO and FounderCRD 6294262

  • Jonathan Pace

    Founder, CEO, & Financial AdvisorCRD 6998715

Contacts

3 of 16

  • Casey Cason

    Investment Adviser RepresentativeCRD 4637180

  • JAMES VITALIE

    Executive ChairmanCRD 2110559

  • 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

$268M in ETFs

Passive

67%

$180M

Active

25%

$88.1M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF (FFLC)FidelityActiveLarge Value$12.2M237,6504.54%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth