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TACTIVE ADVISORS, LLC

SARASOTA, FL · CRD 309311 · IAPD ↗ · jaaxfinancial.com · 855-282-2848

$619.0MRegulatory AUM
14Advisory reps
15Employees
0Clients
1-10Planning clients
0Private funds
20States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
July 2026 — TACTIVE ADVISORS, LLC changed its website from tactivewealth.com to jaaxfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2026 — TACTIVE ADVISORS, LLC changed its website from pcliftonfinancial.com to tactivewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — TACTIVE ADVISORS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — TACTIVE ADVISORS, LLC crossed $500M in regulatory AUM ($456.9M -> $619.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
July 2025 — TACTIVE ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 5 (0 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
47
April 2025 — TACTIVE ADVISORS, LLC notice-filed in OK, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — TACTIVE ADVISORS, LLC moved its main office from JACKSONVILLE, FL to SARASOTA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
81
April 2025 — TACTIVE ADVISORS, LLC grew from 0 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
November 2024 — TACTIVE ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 21 (0 -> 21).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
October 2024 — TACTIVE ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — TACTIVE ADVISORS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2024 — TACTIVE ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — TACTIVE ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — TACTIVE ADVISORS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
May 2024 — TACTIVE ADVISORS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2024 — TACTIVE ADVISORS, LLC changed its website from strategymarketplace.com to pcliftonfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2024 — TACTIVE ADVISORS, LLC notice-filed in CO, MI, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TACTIVE ADVISORS, LLC shrank from 10 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — TACTIVE ADVISORS, LLC added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — TACTIVE ADVISORS, LLC reported RAUM up 47% ($275.1M -> $405.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
February 2024 — TACTIVE ADVISORS, LLC changed its website from tactivewealth.com to strategymarketplace.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2024 — TACTIVE ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — TACTIVE ADVISORS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.