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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-03-2021
- Office Locations
- 1
Office Locations
About Tactical Capital LLC
Tactical Capital LLC is a Charlotte, NC registered investment adviser providing portfolio management and financial planning for retail clients, including entrepreneurs. The firm builds asset-allocation portfolios implemented primarily with ETFs alongside individual equities and cash, and may incorporate mutual funds, fixed income, and annuities. Accounts are custodied at Interactive Brokers and managed by founder/PM Lucas Brian Elliott.
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Investment Themes
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Technology
Owner & Executives
LUCAS BRIAN ELLIOTT
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #7433348
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,427,776 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,427,776 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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