TACTICAL FUND ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$42.5M
Accounts
4
Employees
7
Advisory reps
3

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
298049
Registered since
November 2, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ROBERT HOPKINS

    Chief Compliance OfficerCRD 5573237

  • DREW HORTER

    Founder and CEOCRD 1049771

Contacts

1 of 1
  • Kevin Hetzer

    Director of OperationsCRD 7202254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth