Tactical Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 316576
- Website
- tacticalcapital.us
- Fee structure
- Percentage of AUM
- Client types
- Individuals83.66%
- HNWI16.34%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tactical Capital LLC is a small, equity-focused advisory firm that provides portfolio management for individuals and small businesses. The firm reports a clear preference for exchange-traded equities as its primary vehicle, signaling a tilt toward liquid, listed instruments rather than long-dated private placements. Tactical Capital charges fees as a percentage of assets under management and does not identify itself as an active ESG investor or a multi-state adviser. The firm's business activity centers on discretionary portfolio management. Given the modest scale of reported assets and the emphasis on exchange-traded equities, Tactical Capital’s approach appears suited to straightforward equity exposure and portfolio-level allocation decisions rather than large-scale institutional or alternative asset deployment.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Non-Exchange Traded Equities23%
- Cash & Cash Equivalents2%
Contacts
1 of 1Lucas Elliott
Portfolio ManagerCRD 7433348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations