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 institutional registered investment adviser that has been SEC-registered since 2018. Organized as an LLC and identified as a capital allocator, the firm serves an institutional client base on a percentage-of-assets fee model. Its advisory work centers on portfolio management for investment companies and the selection of third-party advisers, indicating a multi-manager approach to building and managing portfolios. Tactical Fund Advisors does not position itself as an active ESG investor.
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 2
Drew Horter
President and CEOCRD 1049771
Robert Hopkins
Chief Compliance OfficerCRD 5573237
Contacts
1 of 1Janet Taylor
CRD 6351982
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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