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⚲
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| Tactive Advisors LLC
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|
|---|---|
| CRD # | 309311 |
| SEC # | 801-119680 |
| CIK # | 0002002409 |
| AUM | $619.0 M (2026-06-04) |
| Employees | 15 (93% Investors, 13% Brokers) |
| Phone | 855-282-2848 |
| Address | 1990 Main Street Sarasota, FL 34236 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Automatic Data Processing Inc | 20.1 | ||
| Nvidia Corp | 8.4 | ||
| HUT 8 Corp | 8.0 | ||
| Apple Inc | 7.7 | ||
| Applied Blockchain Inc | 5.6 | ||
| Amazon Com Inc | 5.2 | ||
| Facebook Inc | 4.2 | ||
| Advanced Micro Devices Inc | 4.1 | ||
| Micron Technology Inc | 3.2 | ||
| Broadridge Financial Solutions Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,519 | 212.9 |
| (b) Individuals (high net worth individuals) | 45 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 19.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 263.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,434 | 619.0 |
| By Discretionary | ||
| Discretionary | 1,564 | 355.4 |
| Non-Discretionary | 1,870 | 263.6 |
| Total | 3,434 | 619.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 619.0 | |
| Total | 3,434 | 619.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002002409] | |
| D | [0002002409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Climber Capital Sa
✚
|
0.6 | |
|
Portfolio Design Labs LLC
✚
|
CA | 0.6 |
|
Financial Connections Group Inc
✚
|
CA | 0.6 |
|
Axius Advisors LLC
✚
|
MO | 0.6 |
|
Oak Family Advisors LLC
✚
|
IL | 0.6 |
|
Corus Family Wealth Advisors Inc
✚
|
TX | 0.6 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.6 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.6 |
|
FMB Wealth Management
✚
|
CA | 0.6 |
|
Wolff Financial Management LLC
✚
|
MI | 0.6 |