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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Robert Hopkins

    Robert Hopkins

    Chief Compliance OfficerCRD 5573237

  • Drew Horter

    Drew Horter

    President and CEOCRD 1049771

Contacts

1 of 1
  • Kevin Hetzer

    Kevin Hetzer

    Director of OperationsCRD 7202254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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