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| Happy Holidays!! thanks for using AUM13F!! |
| Tactive Advisors LLC
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| CRD # | 309311 |
| SEC # | 801-119680 |
| CIK # | 0002002409 |
| AUM | $456.9 M (2025-07-08) |
| Employees | 14 (93% Investors, 14% Brokers) |
| Phone | 855-282-2848 |
| Address | 1990 Main Street Sarasota, FL 34236 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 12.2 | ||
| Nvidia Corp | 8.7 | ||
| Apple Inc | 5.6 | ||
| Amazon Com Inc | 5.2 | ||
| Facebook Inc | 5.0 | ||
| iShares Silver Trust | 4.7 | ||
| Microsoft Corp | 3.6 | ||
| Bank of Montreal /Can/ | 3.4 | ||
| Tesla Motors Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,340 | 93.1 |
| (b) Individuals (high net worth individuals) | 31 | 72.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 291.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,671 | 456.9 |
| By Discretionary | ||
| Discretionary | 1,370 | 165.6 |
| Non-Discretionary | 1,301 | 291.2 |
| Total | 2,671 | 456.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.9 | |
| Total | 2,671 | 456.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002002409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 0.5 |
|
XCEL Wealth Management LLC
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|
FL | 0.5 |
|
Cypress Capital Partners LLC
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|
IL | 0.5 |
|
RIA Advisory Group LLC
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IA | 0.5 |
|
Strathmore Capital Advisors Inc
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NC | 0.5 |
|
Horizon Advisory Services Inc
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NY | 0.5 |
|
Integrated Financial Strategies LLC
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|
FL | 0.5 |
|
Financial Designs Corporation
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|
CA | 0.5 |
|
Quantitative Process LLC
✚
|
NC | 0.5 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.5 |