# PROACTIVE ADVISORS, LLC

PROACTIVE ADVISORS, LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 147332
- Type: SEC-registered investment adviser
- SEC file number: 801-69233
- Location: 836 EUCLID AVE., LEXINGTON, KY, 40502
- Phone: 859-263-1117 X222
- Latest filing: 2026-03-01
- Regulatory AUM: $56.8M
- Discretionary AUM: $1.2M
- Non-discretionary AUM: $55.6M
- Clients: 4
- Accounts: 68

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| YORK DAVID JOHN | MANAGING DIRECTOR; MANAGING DIRECTOR- MEMBER | — |
| PANTAZANKOS HELEN M | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147332/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147332/similar
- Related entities: https://search.stillhousedata.com/firm/147332/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147332

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.