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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TACTIVE ADVISORS, LLC

CRD 309311

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df40c61e-7e41-815e-0622-46ec2dd956b8

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 18
On other graphs: 0
Observed: Sep 23, 2020 to Jun 4, 2026
59 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.54 fund_share=0.43 institutional_share=0.03 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $619MItem 5.F on the latest filing (2026-06-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $355M
Private client RAUM: $336MderivedItem 5.D individuals plus high net worth individuals
Private client share: 54%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 18
RAUM per advisor: $34.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 14
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 3,434
Individual clients: 1,519
High net worth clients: 45
SEC number: 801-119680
CRD: 309311
Filings on the tape: 59
First filed: Sep 23, 2020
Latest filed: Jun 4, 2026
Organised: Limited Liability Company, DE
Website: jaaxfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH CHARLES GISSY	n/a	SARASOTA, FL	5	12	1	no
GIOVANNI CUAREZ	n/a	Los Angeles, CA \| SARASOTA, FL	5	13	n/a	no
Jonathan Philip Thomas Pace	n/a	SARASOTA, FL	5	10	2	no
RICHARD ROBERT DWYER	n/a	Lee's Summit, MO \| SARASOTA, FL	4	15	10	no
KERRY ANDREW LANG	n/a	Cape Girardeau, MO \| SARASOTA, FL	4	23	4	no
Edmund Ray Gifford	Certified Financial Planner	SARASOTA, FL \| Las Vegas, NV	4	20	4	no
Edward Jason Jaax	Certified Financial Planner	SARASOTA, FL \| Fair Oaks Ranch, TX	4	16	3	no
PERRY JAMES CLIFTON	n/a	Santa Clara, CA	4	35	5	no
BLAINE HENRY VOSE	n/a	SARASOTA, FL \| Las Vegas, NV	3	13	1	no
Jon R Lee	n/a	SARASOTA, FL	1	33	7	no
PAUL JEN SETO	Chartered Financial Analyst	Oceanside, CA \| SARASOTA, FL	1	23	3	no
RODNEY L. WATKINS	n/a	SARASOTA, FL	1	28	6	no
CHARLES GIAQUINTO	n/a	SARASOTA, FL	1	34	3	no
FRANK RONALD STANLEY	Certified Financial Planner	Carlsbad, CA	0	26	5	no
JOSEPH ALLEN ONOPA	n/a	SARASOTA, FL \| Middleton, WI	0	23	3	no
Casey Cason	n/a	PHOENIX, AZ \| SARASOTA, FL \| Peoria, AZ	0	23	9	no
WILLIAM SAMUEL BORLEIS	n/a	Spring Hill, TN \| SARASOTA, FL	0	33	6	no
TURILL ANTHONY ENGELMAN	n/a	Huntington beach, CA \| SARASOTA, FL	0	17	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GISSY, JOSEPH, CHARLES	MANAGING MEMBER/CCO	D	yes	04/2020	Sep 23, 2020	Oct 1, 2024
VITALIE, JAMES, SAMUEL	EXECUTIVE CHAIRMAN	C	no	04/2023	Mar 28, 2024	Oct 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Manchester	Mo	United States	1	no
NEW BERN	Nc	United States	1	no
FAIR OAKS RANCH	TX	United States	1	no
BLUE MOUNDS	Wi	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$619M	$355M	15	14	11	n/a	n/a
2024	Mar 14, 2025	$457M	$166M	14	13	10	n/a	n/a
2023	Mar 28, 2024	$406M	$381M	5	1	12	n/a	n/a
2022	Mar 23, 2023	$275M	$242M	9	8	10	n/a	n/a
2021	Mar 16, 2022	$72.1M	$72.1M	6	6	0	n/a	n/a
2020	Mar 29, 2021	n/a	n/a	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	10	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$619M	$457M	35.5%	$275M	31.0%	15	14	11	10

Relationships

Registered with (22)

← TURILL ANTHONY ENGELMANAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← WILLIAM SAMUEL BORLEISAdvisorregistration: current employment
Feb 13, 2026 to presentfactForm ADV
← Casey CasonAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← JOSEPH ALLEN ONOPAAdvisorregistration: current employment
Nov 11, 2025 to presentfactForm ADV
← FRANK RONALD STANLEYAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← CHARLES GIAQUINTOAdvisorregistration: current employment
Aug 18, 2025 to presentfactForm ADV
← RODNEY L. WATKINSAdvisorregistration: current employment
Apr 21, 2025 to presentfactForm ADV
← PAUL JEN SETOAdvisorregistration: current employment
Jan 27, 2025 to presentfactForm ADV
← Jon R LeeAdvisorregistration: current employment
Jan 23, 2025 to presentfactForm ADV
← BLAINE HENRY VOSEAdvisorregistration: current employment
Jul 5, 2023 to presentfactForm ADV
← PERRY JAMES CLIFTONAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← Edward Jason JaaxAdvisorregistration: current employment
Mar 24, 2022 to presentfactForm ADV
← Edmund Ray GiffordAdvisorregistration: current employment
Nov 17, 2021 to presentfactForm ADV
← KERRY ANDREW LANGAdvisorregistration: current employment
Oct 24, 2021 to presentfactForm ADV
← RICHARD ROBERT DWYERAdvisorregistration: current employment
Oct 6, 2021 to presentfactForm ADV
← Jonathan Philip Thomas PaceAdvisorregistration: current employment
Aug 10, 2021 to presentfactForm ADV
← GIOVANNI CUAREZAdvisorregistration: current employment
Jul 25, 2021 to presentfactForm ADV
← JOSEPH CHARLES GISSYAdvisorregistration: current employment
May 24, 2021 to presentfactForm ADV
← ERICK GLENN SCHENKHUIZENAdvisorregistration: previous registration
Apr 8, 2024 to Jan 22, 2025factForm ADV
← Eric Paul ButlerAdvisorregistration: previous registration
Apr 17, 2024 to Aug 27, 2024factForm ADV
← Zachary Logan GoodmanAdvisorregistration: previous registration
May 21, 2021 to May 3, 2024factForm ADV
← DANIEL P OSTLUNDAdvisorregistration: previous registration
Nov 16, 2021 to Mar 17, 2022factForm ADV

Affiliated with (1)

← CAPITAL MANAGEMENT SERVICES, INC.Registered adviserother investment adviser, common control
factForm ADV

Owns (1)

← VITALIE, JAMES, SAMUELOwnerEXECUTIVE CHAIRMAN, ownership code C, individual
Mar 28, 2024 to Oct 1, 2024factForm ADV

Controls (1)

← GISSY, JOSEPH, CHARLESOwnerMANAGING MEMBER/CCO, ownership code D, individual
Sep 23, 2020 to Oct 1, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Regulatory AUM changed
Tactive Advisors, Llc reported RAUM $619.0M, up 35% from $456.9M (2025-07-08 to 2026-03-31)
Form ADVobserved 5 days ago
$162M
Occurred
Jan 22, 2025
Advisor changed firm
Erick Glenn Schenkhuizen left Tactive Advisors, Llc for Zero Day Capital Enterprises Llc (registered 2024-05-23)
Form ADVobserved 5 days ago
Occurred
Aug 27, 2024
Advisor changed firm
Eric Paul Butler left Tactive Advisors, Llc for Eastsound Capital Advisors, Llc (registered 2024-06-27)
Form ADVobserved 5 days ago
Occurred
May 3, 2024
Advisor changed firm
Zachary Logan Goodman left Tactive Advisors, Llc for Market Gauge Asset Management (registered 2024-11-18)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person left
Charles Bradley Nielsen (Cmo) no longer on Schedule A of Tactive Advisors, Llc (listed 2024-03-20, absent 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2024
Regulatory AUM changed
Tactive Advisors, Llc reported RAUM $405.8M, up 47% from $275.1M (2024-03-04 to 2024-03-20)
Form ADVobserved 5 days ago
$131M
Occurred
Jan 3, 2024
Control person left
Robert Richard Dwyer (Coo) no longer on Schedule A of Tactive Advisors, Llc (listed 2023-10-26, absent 2024-01-03)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2023
Regulatory AUM changed
Tactive Advisors, Llc reported RAUM $275.1M, up 136% from $116.6M (2022-11-18 to 2023-03-23)
Form ADVobserved 5 days ago
$159M
Occurred
Mar 23, 2023
Control person left
Beth Lynne Arciero (Cmo) no longer on Schedule A of Tactive Advisors, Llc (listed 2022-11-18, absent 2023-03-23)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2023
Control person joined
Charles Bradley Nielsen (Cmo) appeared on Schedule A of Tactive Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 16, 2022
Succession filed (Item 4)
Tactive reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
May 11, 2022
Control person joined
Robert Richard Dwyer (Coo) appeared on Schedule A of Tactive Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 11, 2022
Control person joined
Beth Lynne Arciero (Cmo) appeared on Schedule A of Tactive Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 17, 2022
Advisor changed firm
Daniel P Ostlund left Tactive Advisors, Llc for Cpr Investments Inc (registered 2022-03-08)
Form ADVobserved 5 days ago
Occurred
Jul 21, 2021
Control person left
Michael James Gissy (Member) no longer on Schedule A of Tactive Advisors, Llc (listed 2021-05-24, absent 2021-07-21)
Form ADVobserved 5 days ago
Occurred
Sep 23, 2020
First Form ADV filing
Strategy Marketplace Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Mar 14, 2025
Tactive Advisors, Llc reported 12 state-registered advisory representatives, up from 0 (2025-01-22 to 2025-03-14)
Occurred
Mar 23, 2023
Tactive Advisors, Llc reported 10 offices beyond its principal office, up from 0 (2022-11-18 to 2023-03-23)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df40c61e-7e41-815e-0622-46ec2dd956b8
First observed: Sep 23, 2020
Last observed: Jun 4, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TACTIVE ADVISORS, LLC

CRD 309311

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df40c61e-7e41-815e-0622-46ec2dd956b8

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH CHARLES GISSY

n/a

SARASOTA, FL

GIOVANNI CUAREZ

n/a

Los Angeles, CA | SARASOTA, FL

n/a

Jonathan Philip Thomas Pace

n/a

SARASOTA, FL

RICHARD ROBERT DWYER

n/a

Lee's Summit, MO | SARASOTA, FL

KERRY ANDREW LANG

n/a

Cape Girardeau, MO | SARASOTA, FL

Edmund Ray Gifford

Certified Financial Planner

SARASOTA, FL | Las Vegas, NV

Edward Jason Jaax

Certified Financial Planner

SARASOTA, FL | Fair Oaks Ranch, TX

PERRY JAMES CLIFTON

n/a

Santa Clara, CA

BLAINE HENRY VOSE

n/a

SARASOTA, FL | Las Vegas, NV

Jon R Lee

n/a

SARASOTA, FL

PAUL JEN SETO

Chartered Financial Analyst

Oceanside, CA | SARASOTA, FL

RODNEY L. WATKINS

n/a

SARASOTA, FL

CHARLES GIAQUINTO

n/a

SARASOTA, FL

FRANK RONALD STANLEY

Certified Financial Planner

Carlsbad, CA

JOSEPH ALLEN ONOPA

n/a

SARASOTA, FL | Middleton, WI

Casey Cason

n/a

PHOENIX, AZ | SARASOTA, FL | Peoria, AZ

WILLIAM SAMUEL BORLEIS

n/a

Spring Hill, TN | SARASOTA, FL

TURILL ANTHONY ENGELMAN

n/a

Huntington beach, CA | SARASOTA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GISSY, JOSEPH, CHARLES

MANAGING MEMBER/CCO

yes

04/2020

Sep 23, 2020

Oct 1, 2024

VITALIE, JAMES, SAMUEL

EXECUTIVE CHAIRMAN

04/2023

Mar 28, 2024

Oct 1, 2024

City

State

Country

Employees

Also broker-dealer

Manchester

United States

NEW BERN

United States

FAIR OAKS RANCH

United States

BLUE MOUNDS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$619M

$355M

n/a

2024

Mar 14, 2025

$457M

$166M

n/a

2023

Mar 28, 2024

$406M

$381M

n/a

2022

Mar 23, 2023

$275M

$242M

n/a

2021

Mar 16, 2022

$72.1M

n/a

2020

Mar 29, 2021

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$619M

$457M

35.5%

$275M

31.0%