Tactical Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tactical Investment Advisors LLC provides discretionary investment management and ongoing financial planning and consulting to individuals, retirement accounts, trusts, estates, charitable organizations, and institutions. The firm executes trades on clients’ behalf through third‑party custodians and delivers regular reporting on account activity and performance.
The firm’s investment process combines fundamental and technical analysis and can deploy a wide range of instruments — including equities, bonds, mutual funds, ETFs, private placements and stock and index options — to implement client strategies. T.I.A. operates with full investment discretion and states it requires access to a broad set of securities (including options), which may make it unsuitable for clients who need to restrict certain investments.
Distinctive aspects disclosed in the brochure include an offered performance‑based compensation option for qualifying clients, structured with an annual performance allocation and a high‑water mark mechanism, and ongoing insurance brokerage activities via an affiliated insurance sales business and advisors who sell insurance or annuities. The firm also discloses that it receives direct compensation from certain fixed‑income funds it recommends and identifies these relationships and potential conflicts of interest in its disclosures.
Client services
Expertise
Fee options
Financial Planning Services negotiable fixed fee up to $2,500/month
25% of net new trading profits annually with high water mark and client qualification requirements
Account minimum: $500,000
Main office
9820 Northcross Center Ct, 154
Huntersville NC 28078
Advisors at this office
3
Most active in
North Carolina
Also doing business as
Grand Traverse Consulting · Soloman, Jason Patrick · T.I.A Ria · Tactical Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Jason S
Series 63, Series 65
Huntersville, NC
Tactical Investment Advisors, LLC
Jason Soloman is a financial advisor with Tactical Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Tactical Investment Advisors since 2011. The firm provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across about 151 accounts with a three-advisor team. Tactical Investment Advisors combines individualized portfolio management with the option of performance-based fee arrangements, an uncommon practice among supported firms, and is also registered to offer insurance products alongside investment services.
Daniel V
Series 66
Huntersville, NC
Tactical Investment Advisors, LLC
Daniel Venegoni is a financial advisor with Tactical Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Tactical Investment Advisors since 2013 and also serves as principal of Tactical Wealth Advisors, LLP, a Commodity Trading Advisor and Commodity Pool Operator. Additionally, he owns Tactical Wealth Technology Solutions, a SaaS company serving CTA/CPO back office needs, and Tactical Wealth Finance Solutions, a private lending firm. Venegoni operates a tax strategy practice through Smart Tax Moves. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across 151 accounts with a three-advisor team. The firm offers both standard AUM fees and performance-based fee arrangements, a combination that is relatively uncommon among supported firms.
Scott O
Series 66
Huntersville, NC
Tactical Investment Advisors, LLC
Scott O'Connell is a financial advisor at Tactical Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Tactical Investment Advisors since 2017, following prior roles at MML Investors Services, LLC and MetLife Securities Inc. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $32.1 million across 151 accounts with a three-advisor team and offers both standard AUM fees and performance-based fee arrangements, a relatively uncommon practice among supported firms.
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