Cantu Tactical Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cantu Tactical Wealth Management serves individual investors, trusts, small businesses and retirement plans through separately managed accounts and consulting engagements. The firm operates as a fee-only fiduciary and provides portfolio management, retirement planning, defined contribution plan consulting, and investment education for businesses and plan sponsors.
The firm pursues a Global Tactical Asset Allocation (GTAA) approach with a top‑down, momentum-driven methodology (the firm references a proprietary “P.R.O.A.C.T.I.V.E.” process). Portfolios emphasize ETFs and a mix of equities, fixed income, commodities and alternative exposures, may use counter‑market securities or hedge to cash, and employ medium–short term swing timing without fixed holding periods; crypto exposure is limited to diversified exchange‑traded funds rather than direct holdings.
Compared with many peers, Cantu Tactical is a small, two‑advisor firm managing roughly $51 million across about 72 client relationships and does not market to high‑net‑worth clients, instead focusing on non‑HNW individuals and retirement plan work. It is notable for combining SMA GTAA strategies and tactical momentum trading with retirement plan consulting and educational offerings, operating as a fee‑only adviser that reports performance publicly (including to third‑party services).
Client services
Expertise
Occupation focus
Fee options
Fees may be charged for educational courses, portfolio reviews, and consulting; rates negotiable
$200,000 - $499,999: 1.55% $500,000 - $699,999: 1.50% $700,000 - $999,999: 1.45% $1,000,000 - $1,999,999: 1.40% $2,000,000 - $2,999,999: 1.35% $3,000,000 - $3,999,999: 1.30% $4,000,000 - $4,999,999: 1.25% $5,000,000 - $5,999,999: 1.20% $6,000,000 - $6,999,999: 1.15% $7,000,000 - $7,999,999: 1.10% $8,000,000 - $8,999,999: 1.05% $9,000,000 - $9,999,999: 1.00% $10,000,000 - $14,999,999: 0.95% $15,000,000+: 0.90%
Account minimum: $200,000 per account Minimum fee: Minimum account size $200,000 Fee-only: Fee-only advisory firm; no commissions received; fees based on AUM
Main office
See officeFort Lauderdale FL
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Georgia · Texas
Also doing business as
Cantu Pension Income Tactics, Inc. · Cantu Tactical Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Joe C
Series 63, Series 65
Fort Lauderdale, FL
Cantu Tactical Wealth Management, Inc.
Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.
Ronald L
Series 65
Montgomery, TX
Cantu Tactical Wealth Management, Inc.
Ronald Liston Jr. is a financial advisor with Cantu Tactical Wealth Management, Inc. in Montgomery, TX. He holds a Series 65 designation and has nine years of industry experience. Ronald has been with Cantu Tactical Wealth Management since 2016. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only, fiduciary portfolio management and consulting. The firm employs a Global Tactical Asset Allocation approach using a proprietary “P.R.O.A.C.T.I.V.E.” process, focusing on ETFs and a mix of asset classes with medium–short term swing trading and limited crypto exposure.
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