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 institutional RIA organized as an LLC and registered in 2018. The firm operates as a capital allocator serving institutional clients and charges fees as a percentage of assets under management. Its advisory activities emphasize portfolio management for investment companies and the selection of other advisers, indicating a model that both manages pooled investment vehicles and hires third‑party managers for portions of client programs. The firm is not characterized as an active ESG investor. It is organized primarily to serve a limited number of institutional relationships rather than a broad retail base. Industry affiliations include relationships with another investment adviser and an insurance company, which is consistent with the firm’s use of insurance-linked products among its investment options.
Assets & Accounts
Investments & Alternatives
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
Robert Hopkins
Chief Compliance OfficerCRD 5573237

Drew Horter
President and CEOCRD 1049771
Contacts
1 of 1
Kevin 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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