A complete list of active advisors currently associated with Tactical Investment Advisors, LLC
Warmer can help you find a great advisor at Tactical Investment Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tactical Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Huntersville, NC
| 11
| |
Huntersville, NC
| 18
| |
Huntersville, NC
| 17
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)