HULL Tactical
SEC RegisteredWelcome to Hull Tactical Asset Allocation
About the firm
Hull Tactical Asset Allocation (HTAA) is an independent, privately owned firm focused on quantitative asset management. HTAA serves as an Adviser to an ETF, utilizing advanced algorithms as well as macro and technical indicators to anticipate future market returns. Strategies are stress tested using over 20 years of historical data and evolved from tactical allocation models developed and traded by Hull Investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
HTAA serves as an Adviser to an ETF, utilizing advanced algorithms as well as macro and technical indicators to anticipate future market returns. The firm's mathematicians, statisticians, engineers and computer scientists perform fundamental research and advanced quantitative analysis, and utilize cutting-edge technology to identify and create new strategies in the investment arena.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 1 | $50M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $5M - $50M | 0.80% |
| $50M - $100M | 0.70% |
| $100M+ | 0.60% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HULL Tactical has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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