# Tactica LLC

> Tactica LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 335272
- Filed as: TACTICA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335272
- AdvisorCensus page: https://advisorcensus.com/firm/tactica-llc-335272

## Quick answers

**How is Tactica LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tactica LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Tactica LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $10,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Tactica LLC registered with the SEC or a state?**
Tactica LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335272.

**How much does Tactica LLC manage?**
Tactica LLC reports $123,548,302 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (1% discretionary).

**What types of clients does Tactica LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Tactica LLC use?**
Tactica LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Odyssey Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Tactica LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335272

**Does Tactica LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is an account minimum of $5,000, which may be waived by TAC in its discretion."

**What changed in Tactica LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $418,000,000 to $123,548,302 (-70%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $5,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $5,000, which may be waived by TAC in its discretion.

- Flat fee: $1,000 to $10,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Odyssey Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,548,302
- Discretionary: $1,798,646
- Non-discretionary: $121,749,656

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,798,646 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $121,749,656 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $418,000,000 to $123,548,302 (-70%).

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tactica LLC (CRD 335272): Form ADV filing data as of October 2026.