← Back to searchVisit website
TACTICAL INVESTMENT ADVISORS, LLC
CRD 156179
9820 NORTHCROSS CENTER CT, 150, HUNTERSVILLE, NC, 28078, United States
Phone
980-280-1502
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.1M
Discretionary AUM
$33.1M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $11.5M |
| High net worth individuals | 43 | $21.6M |
All web addresses on file
Official SEC filing: View on IAPD