Tactivest, LLC

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Client assets under management

$114,264,497

Clients

200

21% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$571,322

About

Tactivest provides investment advisory and financial planning services to individuals — including high-net-worth clients — as well as trusts, estates, charitable organizations and retirement plans. The firm prepares an Investment Policy Statement for each client, offers both discretionary and non-discretionary portfolio management, and states it has no account minimum for its services.

The firm uses a mix of analytical approaches (fundamental, technical, quantitative, charting and modern portfolio theory) and implements strategies that include long- and short-term trading, options, margin transactions and short sales. Tactivest operates through institutional custodial platforms, requests discretionary trading authority for many accounts, and uses the Altruist platform and Model Marketplace (including custom models and tax management tools) to help construct and manage portfolios.

Tactivest’s structure is notable for operating multiple offices despite a small advisory team (five offices) and for business activities beyond typical advisory-only services: certain representatives are licensed insurance agents who may offer commissionable insurance and annuity products, the firm may receive fee-sharing from third-party advisers it recommends, and it discloses the use of lead-generation services such as 401k Adviser Line. These third-party relationships and product sales are identified in the brochure as potential conflicts of interest that Tactivest says it discloses and manages.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Fixed

Fixed fees for financial plans range between $1,000 and $25,000; negotiated fixed fees for specific services up to 2.5% annually

Percentage

2.5% annually

Project-based

$500 per hour

Main office location

Tactivest, LLC

San Francisco CA, United States

Number of offices

Most active in

Arizona · California · Georgia · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (415) 752-7311

Advisors at this firm

Everest W

Series 63, Series 65

San Francisco, CA

Tactivest, LLC

Everest Wong is a financial advisor at Tactivest, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Crypto Brokers and Comprehensive Asset Management prior to joining Tactivest. In addition to advisory services, Wong is a licensed insurance agent involved in the sale of fixed and indexed insurance products. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment analysis methods and strategies, operating under discretionary authority and utilizing technology platforms like Altruist to support client accounts.

Options & derivatives strategies

Brieann P

Series 65

San Francisco, CA

Tactivest, LLC

Brieann Peixoto is a financial advisor at Tactivest, LLC with three years of industry experience. She holds the Series 65 designation and has been associated with Tactivest in various capacities since 2013. Her prior work includes a role at Vin Debut in 2016. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $128.5 million across 168 client accounts, employing a multi-method investment approach that includes fundamental, technical, quantitative analysis, and modern portfolio theory.

Options & derivatives strategies

Andrew S

Series 63, Series 65

San Francisco, CA

Tactivest, LLC

Andrew Stout is a financial advisor at Tactivest, LLC with 28 years of industry experience. He has previously worked at Raymond James and has been affiliated with Tactivest since 2019. Stout serves on multiple nonprofit boards, including the LAPD Hollywood Division Police Activity League and the University of the Pacific Arthur A Dugoni School of Dentistry, and is president of the Leonard & Ilona Ling Family Foundation. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, managing approximately $128.5 million across about 168 client accounts.

Options & derivatives strategies

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