Tactive Advisors, LLC
Tactive Advisors, LLC is an SEC-registered mass-market adviser in Sarasota, FL with $619.0M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Tactive Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309311, SEC 801-119680, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $619.0M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- Sarasota, FL
- Employees
- 15
- Clients
- 1,565
- CRD
- 309311
- Ownership
- CAPG HOLDINGS, INC.; VITALIE, JAMES, SAMUEL; GISSY, JOSEPH, CHARLES; GISSY, JAMES, MICHAEL; DWYER, RICHARD, ROBERT
How much AUM does Tactive Advisors, LLC have?
Tactive Advisors, LLC reported $619.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Tactive Advisors, LLC?
Disclosed owners and executives of Tactive Advisors, LLC include CAPG HOLDINGS, INC., VITALIE, JAMES, SAMUEL, GISSY, JOSEPH, CHARLES, GISSY, JAMES, MICHAEL, DWYER, RICHARD, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.