Overview
Assets Under Management: $185 million
Headquarters: SHERIDAN, WY
High-Net-Worth Clients: 7
Average Client Assets: $2 million
Frequently Asked Questions
DEMETER TACTICAL INVESTMENTS CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329512), DEMETER TACTICAL INVESTMENTS CORP. is subject to fiduciary duty under federal law.
DEMETER TACTICAL INVESTMENTS CORP. is headquartered in SHERIDAN, WY.
DEMETER TACTICAL INVESTMENTS CORP. serves 7 high-net-worth clients according to their SEC filing dated August 18, 2025. View client details ↓
According to their SEC Form ADV, DEMETER TACTICAL INVESTMENTS CORP. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DEMETER TACTICAL INVESTMENTS CORP. manages $185 million in client assets according to their SEC filing dated August 18, 2025.
According to their SEC Form ADV, DEMETER TACTICAL INVESTMENTS CORP. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 994
Discretionary Accounts: 994
Regulatory Filings
CRD Number: 329512
Filing ID: 2010159
Last Filing Date: 2025-08-18 14:47:00
Website: https://demetertacticalinvestments.com