TACTICAL FUND ADVISORS, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 298049
- Registered since
- November 2, 2018
- Website
- www.tfafunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Tactical Fund Advisors, LLC is an SEC‑registered limited liability company that acts as a capital allocator for institutional clients. The firm’s stated advisory activities center on portfolio management for investment companies and the selection of other advisers, which positions it more as a manager-of-managers than a pure direct-asset allocator. Tactical Fund Advisors charges fees as a percentage of assets under management and reports all AUM as discretionary. The firm does not present an ESG investing profile and is not registered as a multi‑state adviser. Its client base is institutional and compact, suggesting concentrated relationships with a small number of sizable accounts. Given the emphasis on selecting other advisers and allocating to third‑party managers, the firm’s investing approach appears to lean on externally managed strategies across both public and alternative markets.
Assets & Accounts
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
Owners & executives
2 of 2ROBERT HOPKINS
Chief Compliance OfficerCRD 5573237
DREW HORTER
Founder and CEOCRD 1049771
Contacts
1 of 1Kevin Hetzer
Director of OperationsCRD 7202254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 11726 7 Gables Rd
- Time zone
- ET (UTC-5)
- Office locations
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