Tactical Fund Advisors, LLC (Cincinnati)

Tactical Fund Advisors, LLC is an investment adviser to an investment company based in Cincinnati. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Ohio.

Tactical Fund Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tactical Fund Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tactical Fund Advisors serves?

The only and largest group of clients of Tactical Fund Advisors is investment companies with 1 clients and $0 of assets under management. Among the 1 most similar advisory firms, Tactical Fund Advisors has the highest percentage of investment companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Tactical Fund Advisors doesn't advise any private funds.

Careers at Tactical Fund Advisors, LLC

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Drew Kent Horter	Chief executive officer, chief compliance officer	1 Jun 2018	Other	1049771
Llc Hico	Limited liability company	1 Jun 2018	75% - 100%	83-0758801
John Fredrik Peters	Executive vice president	1 Jun 2018	Other	1311252

Based in Cincinnati

The principal office where Tactical Fund Advisors, LLC performs its advisory services is located at 11726 Seven Gables Rd, Cincinnati, OH 45249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.