Tactive Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 31, 2026, reports $619M in regulatory assets under management, 15 employees, 11 offices, and 3,434 accounts.
Assets Under Management
$619M
Employees
15
Offices
11 offices
Total Clients
1,568
Primary office
SARASOTA, FL
1990 MAIN STREET, SUITE 750, SARASOTA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.9% of total clients.
Top client categories% of clientsClients
1
Individuals
96.9%
1,519
2
HNWI
2.9%
45
3
Other Advisers
0.2%
3
4
Pension Plans
0.1%
1
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$619Mas of March 31, 2026
Discretionary57.4%
$355M
57% of total RAUM57.4%
Non-discretionary42.6%
$264M
43% of total RAUM42.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$619M
Total Accounts3,434
10Y AUM Change+$619M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee105:1
10Y Employee Change+14 (+1400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.