# Tactivest, LLC

> Tactivest, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 173309
- Filed as: TACTIVEST, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173309
- AdvisorCensus page: https://advisorcensus.com/firm/tactivest-llc-173309

## Quick answers

**How is Tactivest, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tactivest, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**What does Tactivest, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 2.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Tactivest, LLC registered with the SEC or a state?**
Tactivest, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 173309.

**How much does Tactivest, LLC manage?**
Tactivest, LLC reports $144,040,554 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Tactivest, LLC's assets and staff changed since 2022?**
In the Form ADV data for Tactivest, LLC: Regulatory assets under management: $104,364,624 in the October 2022 data and $144,040,554 in the October 2026 data, up 38%. Total employees: 3 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tactivest, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (41); corporations or other businesses not listed above (6).

**Which custodians does Tactivest, LLC use?**
Tactivest, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tactivest, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173309

**Does Tactivest, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "There is no account minimum for any of Tactivest’s services."

**What changed in Tactivest, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $128,515,751 to $144,040,554 (+12%). No longer lists an office in Los Angeles, CA. Registered or notice-filed in AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 2.5% of assets a year

> Total Assets Under Management Annual Fee All assets 2.5%

> These fees are negotiable, and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.

- Account minimum: None

> There is no account minimum for any of Tactivest’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $144,040,554
- Discretionary: $144,040,554
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $41,931,452 |
| High net worth individuals | 41 | $72,333,045 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $8,112,238 |
| Charitable organizations | 2 | $4,646,231 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $17,017,588 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Beverly Hills, CA
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- tactivest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $104,364,624 | 3 | August 18, 2022 |
| October 2023 | $100,554,618 | 2 | September 15, 2023 |
| October 2024 | $122,292,577 | 2 | September 30, 2024 |
| October 2025 | $128,515,751 | 2 | May 9, 2025 |
| October 2026 | $144,040,554 | 2 | March 10, 2026 |

Regulatory assets under management: $104,364,624 in the October 2022 data and $144,040,554 in the October 2026 data, up 38%.
Total employees: 3 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $128,515,751 to $144,040,554 (+12%).
- No longer lists an office in Los Angeles, CA.
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tactivest, LLC (CRD 173309): Form ADV filing data as of October 2026.