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Tactical Fund Advisors, LLC

● SEC registered since 2018CRD 298049SEC# 801-114248Cincinnati, OH
Export (members)
Reg. AUM
$169.8M
Employees
7
Accounts
4
Location
Cincinnati, OH

About Tactical Fund Advisors

Tactical Fund Advisors offers risk-managed, multi-strategy mutual funds. Its portfolio design diversifies not only by asset class but also by investment method, time frame, and manager, with models intended to adapt to changing markets.
Summary based on the firm’s website.

Tactical Fund Advisors, LLC assets under management

Tactical Fund Advisors, LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2018. It reports $169.8 million in regulatory assets under management and employs 7 people.

Tactical Fund Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Drew Kent Horter ControlChief Executive Officer/Managing MemberOver 75%2018
Horter Investment Management, LLCMember10-25%2022
Janet Marie TaylorDirector Of OperationsUnder 5%2026
Robert Lee Hopkins ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2023
Drew Kent Horter ControlSole Member & CeoOver 75%1991

Frequently asked questions

How much does Tactical Fund Advisors, LLC manage?

Tactical Fund Advisors, LLC reports $169.8 million in regulatory assets under management on its Form ADV.

How many employees does Tactical Fund Advisors, LLC have?

Tactical Fund Advisors, LLC reports 7 employees.

Where is Tactical Fund Advisors, LLC located?

Tactical Fund Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2018.

Does Tactical Fund Advisors, LLC disclose fund performance?

Tactical Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11726 Seven Gables Rd, Cincinnati, OH 45249
Phone513-987-4458
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$169.8M▲ 4%
Mar '25 — $163.4MApr '25 — $163.4MMay '25 — $163.4MJun '25 — $163.4MJul '25 — $163.4MAug '25 — $163.4MSep '25 — $163.4MOct '25 — $163.4MNov '25 — $163.4MDec '25 — $163.4MJan '26 — $163.4MFeb '26 — $169.8MMar '26 — $169.8MApr '26 — $169.8MMay '26 — $169.8MJun '26 — $169.8MJul '26 — $169.8MAug '26 — $169.8MSep '26 — $169.8MOct '26 — $169.8M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers

Assets under management

$169.8Mregulatory AUM
Discretionary $169.8M