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TACTICAL FUND ADVISORS, LLC

CINCINNATI, OH · CRD 298049 · IAPD ↗ · tfafunds.com · 513-987-4458

$169.8MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
5Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
March 2026 — TACTICAL FUND ADVISORS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
59
April 2024 — TACTICAL FUND ADVISORS, LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.