$619.0M Total AUM
$355.4M Disc. AUM
61.1% 3Y CAGR
15 Employees
1,568 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2020
- Office Locations
- 13
Office Locations
14050 N 83rd AVE Suite 290 Peoria AZ
1990 Main Street Suite 750 Sarasota FL
2415 Saddle Ridge Ln. Cape Girardeau MO
About Tactive Advisors, LLC
Tactive Advisors, LLC is a Sarasota-based RIA with 13 offices. The firm has been operating for 5 years. Managing $619.0M in total assets under management, with 14 advisory representatives. They custody assets with Charles Schwab & Company and Folio Investments.
Team overview
50 AVG AGE
$44.2M AVG AUM / ADVISOR
$394.8K AVG AUM / CLIENT
3.1 yrs AVG TENURE
15 Employees
14 Advisory Reps
13 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOSEPH CHARLES GISSY
Chief Compliance Officer, Chief Executive Officer, CHIEF OPERATING OFFICER
- CRD
- #6294262
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JAMES SAMUEL VITALIE
President
- CRD
- #2110559
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
WILLIAM SAMUEL BORLEIS
--
- CRD
- #2285245
Available
Available
Available
Casey Cason
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- CRD
- #4637180
Available
Available
Available
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,448,787 | $227,269 |
| Non-Discretionary | $263,595,126 | $140,960 |
| Total | $619,043,913 | $180,269 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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