Demars Financial Group LLC
● SEC registered since 2018CRD 116257SEC# 801-112885Spokane Valley, WA
Reg. AUM
$374M
Employees
3
Accounts
1,250
Location
Spokane Valley, WA
Demars Financial Group LLC assets under management
Demars Financial Group LLC is an investment advisory firm registered with the SEC based in Spokane Valley, WA. The firm has been registered since 2018. It reports $374 million in regulatory assets under management and employs 3 people.
Demars Financial Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Theodore Demars Control | Managing Member/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Demars Financial Group LLC manage?
Demars Financial Group LLC reports $374 million in regulatory assets under management on its Form ADV.
How many employees does Demars Financial Group LLC have?
Demars Financial Group LLC reports 3 employees.
Where is Demars Financial Group LLC located?
Demars Financial Group LLC is based in Spokane Valley, WA and has been SEC-registered since 2018.
Does Demars Financial Group LLC disclose fund performance?
Demars Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 N Evergreen, Ste 300, Spokane Valley, WA 99216 |
| Phone | 509-536-9556 |
| Fax | 509-232-6604 |
| Office hours | 8:00a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1723115 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$374M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$374Mregulatory AUM
Discretionary $373.8MNon-discretionary $180K