Tactical Capital LLC

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$347K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316576
Fee structure
Percentage of AUM
Client types
  • Individuals83.66%
  • HNWI16.34%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Non-Exchange Traded Equities 23%, Cash & Cash Equivalents 2%75%
  • Exchange Traded Equities75%
  • Non-Exchange Traded Equities23%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Lucas Elliott

    Portfolio ManagerCRD 7433348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth