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PROACTIVE ADVISORS, LLC
CRD 147332 · SEC 801-69233
836 EUCLID AVE., SUITE 306, LEXINGTON, KY, 40502, United States
Phone
859-263-1117 X222
Fax
859-263-1312
Registration
— (—)
Source
State registered
Total AUM
$56.8M
Discretionary AUM
$1.2M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FLAT ANNUAL FEE
Org form
Limited Liability Company
Filing date
2026-03-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingRETIREMENT PLANNING & ASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $10.7M |
| High net worth individuals | 21 | $46.1M |
All web addresses on file
Official SEC filing: View on IAPD