SourcingSourcing

TACTIVE ADVISORS, LLC

C19
CRD 309311·SEC 801-119680·SARASOTA, FL
AUM
$619.0M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$14.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TACTIVE ADVISORS, LLC
CRD
309311
SEC file #
801-119680
EIN
850638743
DBA names
—

Economics

AUM
$619.0M
AUM band
$500M-$1B
AUM trajectory
'23'26
$116.6M → $619.0M▲ +431%
Client mix
Individuals Other1,519
Individuals High Net Worth45
Other Investment Advisers3
Pension Profit Sharing Plans1

Operations

Employees (total)
15
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'21'26
1 advisors → 14 advisors▲ +1300%
Primary office
SARASOTA FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
tactivewealth.com

Compliance

Disclosures (firm)
5
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GISSY, JOSEPH, CHARLES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GISSY, JOSEPH, CHARLES
VITALIE, JAMES, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TACTIVEWEALTH.COM
Rdap Domain Creation Date
2022-01-11T16:33:35Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,528
Form 5500 Compensation Trajectory 3y
20255,528
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,528
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002002409
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2024-02-02
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002085853-26-000401
Edgar Form D Count
1
Edgar Form D Offerings
2025-10-032025-10-03 · 0002002409-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Charles Schwab6
E*trade4
Goldman Sachs2
Folio Institutional1
Edgar Addresses
Mailing
7400 BAYMEADOWS WAY, SUITE 300JACKSONVILLE, FL 32256
Business
7400 BAYMEADOWS WAY, SUITE 300JACKSONVILLE, FL 32256
Edgar EIN
850638743
Edgar Recent Filings
13F-HR2026-04-16 · 0002085853-26-000401
13F-HR2026-01-09 · 0002085853-26-000027
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-11T16:33:35Z
Rdap Domain Last Changed
2025-01-12T18:47:12Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6294262
Trust Company Affiliate
No

People (19)

19
GISSY, JOSEPH, CHARLES
IAR · Direct Owner · 62.5%
6294262
JAMES SAMUEL VITALIE
Direct Owner · 37.5%
2110559
BLAINE HENRY VOSE
IAR
6268730
Edmund Ray Gifford
IAR
4931581
RODNEY L. WATKINS
IAR
3091936
FRANK RONALD STANLEY
IAR
2077505
WILLIAM SAMUEL BORLEIS
IAR
2285245
KERRY ANDREW LANG
IAR
4659413
GIOVANNI CUAREZ
IAR
7415627
PAUL JEN SETO
IAR
3036617
Casey Cason
IAR
4637180
PERRY JAMES CLIFTON
IAR
2439077
Edward Jason Jaax
IAR
5795958
RICHARD ROBERT DWYER
IAR
1862581
Jonathan Philip Thomas Pace
IAR
6998715
CHARLES GIAQUINTO
IAR
2187528
JOSEPH ALLEN ONOPA
IAR
4226294
TURILL ANTHONY ENGELMAN
IAR
6922637
Jon R Lee
IAR
2354294