Tactive Advisors provides portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Tactive Advisors reports 1,568 clients. They include 1,519 individual clients, 45 high-net-worth individuals and 3 other investment advisers. Of its assets, 57.4% ($355M across 1,564 accounts) are managed with discretion; $264M across 1,870 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 34% |
| High-net-worth individuals | 3% | 20% |
| Pension and profit-sharing plans | <1% | 3% |
| Other investment advisers | <1% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,519 | $213M | 34.4% | $140K |
| High-net-worth individuals | 45 | $123M | 19.9% | $2.73M |
| Pension and profit-sharing plans | Fewer than 5 | $19.6M | 3.2% | $19.6M |
| Other investment advisers | Fewer than 5 | $264M | 42.6% | $87.9M |
| Total | 1,568 | $619M | 100% | — |
- Clients
- 1,519
- Regulatory AUM
- $213M
- AUM share
- 34.4%
- Avg. per client
- $140K
- Clients
- 45
- Regulatory AUM
- $123M
- AUM share
- 19.9%
- Avg. per client
- $2.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.6M
- AUM share
- 3.2%
- Avg. per client
- $19.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $264M
- AUM share
- 42.6%
- Avg. per client
- $87.9M
Total
- Clients
- 1,568
- Regulatory AUM
- $619M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Tactive Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Robo-Advisory Services
- The Tactive Robo-Advisor package is charged an annual fee of 0.750% with a $500 minimum balance.
Joseph Gissy owns 25% to 50% of Tactive Advisors. It has 15 employees, 14 of them in advisory roles.
Staff
- 15 employees
- 14 in advisory functions
- 13 state-registered reps
- 2 broker-dealer reps
- 11 insurance agents
- Owns 25% to 50% of Tactive Advisors, LLC
Joseph Gissy
Control person · since April 2020
- Owns 25% to 50% of Tactive Advisors, LLC
James Vitalie
since April 2023
Tactive Advisors’ regulatory assets grew Infinity× from $0 (July 2021) to $619M (June 2026); employees rose from 2 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $619M | 1,568 | 15 | 12 |
| Jul 2025July 2025 | $457M | 1,375 | 14 | 11 |
| Jul 2024July 2024 | $406M | 708 | 4 | 13 |
| Apr 2023April 2023 | $275M | 853 | 9 | 11 |
| Jun 2022June 2022 | $117M | 394 | 9 | 1 |
| Jul 2021July 2021 | $0 | 0 | 2 | 1 |
Besides its headquarters, Tactive Advisors has 11 offices (8 private residences, listed without an address), with 4 listed addresses across 3 states.
Florida · 2 listed addresses
- 1990 Main Street, Suite 750, SarasotaHQ
- 2070 Ringling BLVD, Sarasota
Texas · 1 listed address
- 8530 Fairway Trace Drive, Fair Oaks Ranch
Wisconsin · 1 listed address
- 7800 Discovery DR. 3rd Floor, Middleton
Other business names
Tactive Advisors has reported 3 other business names to the SEC.
- LCM Capital Advisors
- Roth Street Financial
- Tactive
Contact and registration details
- Legal name
- Tactive Advisors, LLC
- Headquarters
- 1990 Main Street, Suite 750, Sarasota, FL 34236
- Website
- tactiveadvisors.com
- Phone
- 855-282-2848
- SEC file
- 801-119680
- Structure
- Delaware LLC
- Fiscal year end
- December
Tactive Advisors’ named custodians for separately managed accounts are Charles Schwab ($398M, 84%) and Folio Investments ($78.3M, 16%). Tactive Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $398M84%
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $78.3M16%
At year end, Tactive Advisors’ separately managed accounts were mostly in stocks (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $406M across 282 positions; the largest are Automatic Data Processing IN (4.9%), Vanguard Index Fds (4.2%) and Fidelity Covington Trust (4.1%).
What the accounts hold
- Stocks90%
- Exchange-traded equities80%
- Non-exchange-traded equities10%
- Bonds8%
- U.S. government and agency bonds5%
- State and local bonds3%
- Cash2%
How many clients does Tactive Advisors have?
Tactive Advisors has 1,568 clients and manages $619 million for them, as of June 2026. They include 1,519 individual clients, 45 high-net-worth individuals and 3 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026
What services does Tactive Advisors offer?
Tactive Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Tactive Advisors use?
Tactive Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $398M and Folio Investments, Inc. (McLean, VA), with $78.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026
How many financial advisors does Tactive Advisors have?
Tactive Advisors has 13 investment adviser representatives registered with state securities authorities, out of 15 employees, and 14 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tactive Advisors invest in?
At the end of its last fiscal year, Tactive Advisors’ separately managed accounts held 80% exchange-traded equities, 10% non-exchange-traded equities, 5% U.S. government and agency bonds, 3% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tactive Advisors?
Tactive Advisors’ direct owners are Joseph Gissy and James Vitalie, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 4 June 2026
How does Tactive Advisors get paid?
Tactive Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tactive Advisors?
Tactive Advisors’ main office is at 1990 Main Street, Suite 750, Sarasota, FL 34236. Its phone number is 855-282-2848. Its website is tactiveadvisors.com.