RIA Intel›Advisers›North Carolina›TACTICAL INVESTMENT ADVISORS, LLC

TACTICAL INVESTMENT ADVISORS, LLC

Advisory

HUNTERSVILLE, NC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$312K

across 106 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients106

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

106 clients

43 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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COLEMAN ADVISORY, LLC

$32M

POTERACK CAPITAL ADVISORY, INC.

$34M

OTHER SIDE ASSET MANAGEMENT, LLC

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