Drew Horter
Drew Horter is a registered investment advisor at Tactical Fund Advisors, LLC, based in Cincinnati, OH, with 43 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 4 clients with $170M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249
Get directionsHistory
Regulatory History (2)
Regulatory
September 2021Customer Dispute
July 1997Other Business ActivitiesSells Insurance
Drew is the owner of Horter Financial Strategies LLC, where he provides financial planning, client services, and insurance sales, dedicating a few hours per week. He also manages mutual funds as a manager at Tactical Fund Advisors, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Tactical Fund Advisors, LLC
Horter Investment Management, LLC
Previous Registrations
Charles Vista LLCBroker
Ross, Sinclaire & Associates, LLCBroker
Titan/value Equities Group, INC.Broker
Chubb Securities CorporationBroker
Ids Marketing CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.