Tactica LLC

Overview

Tactica LLC is an independent RIA organized as a limited liability company and owned by an individual. The firm is registered with the SEC (registration year 2025) and serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component and fixed-fee engagements. Tactica reports no active ESG investing focus and does not identify as a multi-state or pension consultant adviser. Tactica maintains relationships with professional service firms—accountants, law firms, and insurance companies—which suggests coordination for tax, legal, and risk-transfer needs in client engagements. The firm does not position itself as a capital allocator to external fund managers.

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Public Holdings

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Location & Offices