Data / Investment advisers / Florida / Tactive Advisors, LLC
Tactive Advisors, LLC, Sarasota, FL: $619 million AUM, SEC registered investment adviser
Tactive Advisors, LLC is an SEC registered investment adviser with its main office in Sarasota, Florida and reports $619 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include other investment advisers, individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 309311
- SEC file number
- 801-119680
- SEC status
- Approved, effective October 23, 2020
- Main office
- 1990 Main Street Suite 750, Sarasota, FL 34236
- Phone
- (855) 282-2848
- Website
- jaaxfinancial.com
- Regulatory AUM
- $619,043,913 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $355,448,787
- Non discretionary AUM
- $263,595,126
- Accounts
- 3,434
- Employees
- 15, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 11
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 3 | $263.6 million |
| Individuals (other than high net worth individuals) | 1,519 | $212.9 million |
| High net worth individuals | 45 | $122.9 million |
| Pension and profit sharing plans | 1 | $19.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $619 million | March 31, 2026 |
| December 1, 2025 | $456.9 million | July 8, 2025 |
Other advisers in Sarasota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | Sarasota | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Investment Advisory Group LLC | Sarasota | $1.22 billion | Not listed | adviserinfo.sec.gov |
| Global Financial Private Client | Sarasota | $828.3 million | Not listed | adviserinfo.sec.gov |
| Walsh & Associates, LLC | Sarasota | $827.7 million | Not listed | adviserinfo.sec.gov |
| Truvestments Capital LLC | Sarasota | $660.8 million | 1 | adviserinfo.sec.gov |
| Compound Family Offices, LLC | Sarasota | $540.8 million | Not listed | adviserinfo.sec.gov |
| White Oaks Investment Management, Inc | Sarasota | $496.1 million | 17 | adviserinfo.sec.gov |
| Perigee Capital, LP | Sarasota | $425.7 million | 118 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sarasota, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving individuals
- Tactive Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.