Tactical Capital LLC

Tactical Capital LLC is a state-registered investment adviser that provides discretionary asset management to individual and high‑net‑worth clients, delivering managed accounts and including financial planning services only as part of its asset management offering rather than as a separate paid service. The firm advises on allocations across cash, equities, mutual funds/ETFs, fixed income and annuities and accepts written client restrictions on specific securities or sectors.

The firm’s investment approach is driven by client risk tolerance and time horizon and incorporates a mix of asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies to construct portfolios. Portfolios are actively managed on a discretionary basis with regular account reviews and reporting, and the firm emphasizes coordination with tax professionals due to potential tax implications of its strategies.

Compared with peers in the investment‑manager category—who more commonly focus on pooled or institutional mandates—this firm is notable for offering services to retail and high‑net‑worth individuals and for operating as a small, recently formed adviser. Other distinguishing features include its practice of bundling planning into managed accounts rather than offering standalone planning, its combination of technical and long‑term methods, and the fact that it has not yet finalized a custodian relationship while also maintaining proxy‑voting and written codes of ethics and personal trading restrictions.