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TACTIVE ADVISORS, LLC
CRD 309311 · SEC 801-119680
1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236, United States
Phone
855-282-2848
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$619.0M
Discretionary AUM
$355.4M
Team
15 total employees; 14 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1519 | $212.9M |
| High net worth individuals | 45 | $122.9M |
| Pension/profit sharing plans | 1 | $19.6M |
| Other investment advisers | 3 | $263.6M |
States served
AZ, CA, CO, IL, MA, MI, NV, NM, NY, NC, OH, OK, TN, WI, MO, WA, TX, HI, CT, FL
All web addresses on file
- http://www.globalweathanalytics.com
- http://www.giovannicuarez.com
- http://www.lcmcapitaladvisors.com
- https://www.tactivewealth.com
- https://www.pcliftonfinancial.com
- https://www.rothstreet.com
- http://www.jaaxfinancial.com
- http://www.rothstreetfinancial.com
- http://www.josephgissy.com
- http://www.tactiveadvisors.com/
Official SEC filing: View on IAPD