Tactive Advisors, Llc
- Regulatory AUM
- $619M
- Discretionary
- $355M
- Clients
- 1,568
- Avg AUM / client
- $395K
- Accounts
- 3,434
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,519 | $213M | 34.4% |
| High net worth individuals | 45 | $123M | 19.9% |
| Pension and profit sharing plans | 1 | $19.6M | 3.17% |
| Other investment advisers | 3 | $264M | 42.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nustar Thrift Plan Nustar Services Company Llc | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Charles Gissy | Managing Member/Cco | Apr 2020 (6y) | 50% – 75% | |
| Vitalie, James, Samuel | Executive Chairman | Apr 2023 (3y) | 25% – 50% | |
| Giovanni Cuarez | Registered representative | Jul 2021 (5y) | ||
| Jonathan Philip Thomas Pace | Registered representative | Aug 2021 (5y) | ||
| Richard Robert Dwyer | Registered representative | Oct 2021 (5y) | ||
| Kerry Andrew Lang | Registered representative | Oct 2021 (5y) | ||
| Edmund Ray Gifford | Registered representative | CFP | Nov 2021 (5y) | |
| Edward Jason Jaax | Registered representative | CFP | Mar 2022 (4y) | |
| Perry James Clifton | Registered representative | May 2022 (4y) | ||
| Blaine Henry Vose | Registered representative | Jul 2023 (3y) | ||
| Jon R Lee | Registered representative | Jan 2025 (2y) | ||
| Paul Jen Seto | Registered representative | CFA | Jan 2025 (2y) | |
| Rodney L. Watkins | Registered representative | Apr 2025 (1y) | ||
| Charles Giaquinto | Registered representative | Aug 2025 (1y) | ||
| Frank Ronald Stanley | Registered representative | CFP | Oct 2025 (1y) | |
| Joseph Allen Onopa | Registered representative | Nov 2025 (1y) | ||
| Casey Cason | Registered representative | Jan 2026 (1y) | ||
| William Samuel Borleis | Registered representative | Feb 2026 (0y) | ||
| Turill Anthony Engelman | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nustar Thrift Plan | Nustar Services Company Llc | 10 | $50.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $398M (64% of AUM) Jun 2026
- Folio Investments, Inc. $78.3M (13% of AUM) Jun 2026
- Goldman Sachs $66.6M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗