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Capital Tactics Advisors, LLC (Dallas)


Capital Tactics Advisors, LLC is a large advisory firm based in Dallas. It manages $147.35 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

Capital Tactics Advisors provides portfolio management for pooled investment vehicles and firm offers investment advisory services to pooled investment vehicles and a managed account.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Tactics Advisors: assets under management

The assets under management (AUM) of Capital Tactics Advisors, LLC is $147.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1204% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $147.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Tactics Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Christopher Mewhinney Member 1 Jan 1999 75% - 100% 332954
Llc Clover Investments General partner 1 Oct 1999 Other 112420
L.P. Clover Partners General partner 1 Oct 1999 Other 112420

Based in Dallas

The principal office where Capital Tactics Advisors, LLC performs its advisory services is located at 100 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214.273.5208 or by fax 214.273.5198. The normal business hours are 8:30am-5:00pm on Monday - Friday.


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