Tactical Investment Advisors, LLC

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Client assets under management

$33,094,436

Clients

106

41% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$312,212

About

Tactical Investment Advisors LLC provides discretionary investment management and ongoing financial planning and consulting to individuals, retirement accounts, trusts, estates, charitable organizations, and institutions. The firm executes trades on clients’ behalf through third‑party custodians and delivers regular reporting on account activity and performance.

The firm’s investment process combines fundamental and technical analysis and can deploy a wide range of instruments — including equities, bonds, mutual funds, ETFs, private placements and stock and index options — to implement client strategies. T.I.A. operates with full investment discretion and states it requires access to a broad set of securities (including options), which may make it unsuitable for clients who need to restrict certain investments.

Distinctive aspects disclosed in the brochure include an offered performance‑based compensation option for qualifying clients, structured with an annual performance allocation and a high‑water mark mechanism, and ongoing insurance brokerage activities via an affiliated insurance sales business and advisors who sell insurance or annuities. The firm also discloses that it receives direct compensation from certain fixed‑income funds it recommends and identifies these relationships and potential conflicts of interest in its disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial Planning Services negotiable fixed fee up to $2,500/month

Performance-based

25% of net new trading profits annually with high water mark and client qualification requirements

Other

Account minimum: $500,000

Main office location

Tactical Investment Advisors, LLC

9820 Northcross Center Ct, 150

Huntersville NC 28078, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Is not active or affiliated with:

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

LinkedIn X Website 980-280-1502

Advisors at this firm

Jason S

Series 63, Series 65

Huntersville, NC

Tactical Investment Advisors, LLC

Jason Soloman is a financial advisor with Tactical Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Tactical Investment Advisors since 2011. The firm provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across about 151 accounts with a three-advisor team. Tactical Investment Advisors combines individualized portfolio management with the option of performance-based fee arrangements, an uncommon practice among supported firms, and is also registered to offer insurance products alongside investment services.

Options & derivatives strategies Private / alternative investments

Daniel V

Series 66

Huntersville, NC

Tactical Investment Advisors, LLC

Daniel Venegoni is a financial advisor with Tactical Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Tactical Investment Advisors since 2013 and also serves as principal of Tactical Wealth Advisors, LLP, a Commodity Trading Advisor and Commodity Pool Operator. Additionally, he owns Tactical Wealth Technology Solutions, a SaaS company serving CTA/CPO back office needs, and Tactical Wealth Finance Solutions, a private lending firm. Venegoni operates a tax strategy practice through Smart Tax Moves. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across 151 accounts with a three-advisor team. The firm offers both standard AUM fees and performance-based fee arrangements, a combination that is relatively uncommon among supported firms.

Options & derivatives strategies Private / alternative investments

Scott O

Series 66

Huntersville, NC

Tactical Investment Advisors, LLC

Scott O'Connell is a financial advisor at Tactical Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Tactical Investment Advisors since 2017, following prior roles at MML Investors Services, LLC and MetLife Securities Inc. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $32.1 million across 151 accounts with a three-advisor team and offers both standard AUM fees and performance-based fee arrangements, a relatively uncommon practice among supported firms.

Options & derivatives strategies Private / alternative investments

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