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Fiduciary Tactical Strategies, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 110723
· SEC file 801-26553
· Chesterfield, MO
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $13.4M
- Discretionary
- $13.4M
- Clients
- 107
- Avg AUM / client
- $126K
- Accounts
- 132
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $8.0M | 59.3% |
| High net worth individuals | 28 | $5.5M | 40.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terry Glen Bommer | Registered representative | Feb 1996 (30y) | ||
| Charles Franklin Weed | Registered representative | Dec 2013 (13y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Market timing services
Custody
Reported custodians
- Guggenheim Securities, Llc $7.5M (56% of AUM) Mar 2026
- Jefferson National Securities Corporation $4.7M (35% of AUM) Mar 2026
- Interactive Brokers $678K (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗