Tactica LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $124M in regulatory assets under management, 1 employee, and 13 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
9
2
Pooled Investment Vehicles
10.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 30, 2026
Discretionary1.5%
$2M
1% of total RAUM1.5%
Non-discretionary98.5%
$122M
99% of total RAUM98.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts13
10Y AUM Change$-294M (-70.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.