Cantu Tactical Wealth Management, Inc.

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Client assets under management

$51,306,611

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$712,592

About

Cantu Tactical Wealth Management serves individual investors, trusts, small businesses and retirement plans through separately managed accounts and consulting engagements. The firm operates as a fee-only fiduciary and provides portfolio management, retirement planning, defined contribution plan consulting, and investment education for businesses and plan sponsors.

The firm pursues a Global Tactical Asset Allocation (GTAA) approach with a top‑down, momentum-driven methodology (the firm references a proprietary “P.R.O.A.C.T.I.V.E.” process). Portfolios emphasize ETFs and a mix of equities, fixed income, commodities and alternative exposures, may use counter‑market securities or hedge to cash, and employ medium–short term swing timing without fixed holding periods; crypto exposure is limited to diversified exchange‑traded funds rather than direct holdings.

Compared with many peers, Cantu Tactical is a small, two‑advisor firm managing roughly $51 million across about 72 client relationships and does not market to high‑net‑worth clients, instead focusing on non‑HNW individuals and retirement plan work. It is notable for combining SMA GTAA strategies and tactical momentum trading with retirement plan consulting and educational offerings, operating as a fee‑only adviser that reports performance publicly (including to third‑party services).

Client services

Portfolio management

Expertise

Active portfolio management Real estate investing Private / alternative investments Retirement income strategy

Occupation focus

Retired

Fee options

Fixed

Fees may be charged for educational courses, portfolio reviews, and consulting; rates negotiable

Percentage

$200,000 - $499,999: 1.55% $500,000 - $699,999: 1.50% $700,000 - $999,999: 1.45% $1,000,000 - $1,999,999: 1.40% $2,000,000 - $2,999,999: 1.35% $3,000,000 - $3,999,999: 1.30% $4,000,000 - $4,999,999: 1.25% $5,000,000 - $5,999,999: 1.20% $6,000,000 - $6,999,999: 1.15% $7,000,000 - $7,999,999: 1.10% $8,000,000 - $8,999,999: 1.05% $9,000,000 - $9,999,999: 1.00% $10,000,000 - $14,999,999: 0.95% $15,000,000+: 0.90%

Other

Account minimum: $200,000 per account Minimum fee: Minimum account size $200,000 Fee-only: Fee-only advisory firm; no commissions received; fees based on AUM

Main office location

Cantu Tactical Wealth Management, Inc.

Fort Lauderdale FL, United States

Number of offices

Most active in

California · Florida · Georgia · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook YouTube Website 7139925153

Advisors at this firm

Joe C

Series 63, Series 65

Fort Lauderdale, FL

Cantu Tactical Wealth Management, Inc.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

Active portfolio management Real estate investing Private / alternative investments Retirement income strategy Retired

Ronald L

Series 65

Montgomery, TX

Cantu Tactical Wealth Management, Inc.

Ronald Liston is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Cantu Tactical Wealth Management, Inc. since 2016 and previously spent 11 years with the Montgomery Independent School District. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, and consulting. The firm uses a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on ETFs and diversified exposures, and specializes in serving non-high-net-worth individuals and retirement plan clients.

Active portfolio management Real estate investing Private / alternative investments Retirement income strategy Retired

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