Investment adviser · CRD 116257
DEMARS FINANCIAL GROUP LLC
Investment adviser filing (IA)
SPOKANE VALLEY, WA, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $374M Form ADV · Item 5.F
- Client accounts
- 1,250 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 165 | $285,320,933 | 76.3% |
| Individuals | 333 | $88,454,615 | 23.7% |
| Other clients | 4 | $180,220 | 0.0% |
Filing source
Form ADV 2064622 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
420 N EVERGREEN, STE 300SPOKANE VALLEY, WA, 99216, United States
CRD 116257
Filing source
Form ADV 2064622 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.