SPOKANE VALLEY, WACRD 116257Latest ADV March 3, 2026
Demars Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane Valley, WA. Its latest Form ADV filing, dated March 3, 2026, reports $374M in regulatory assets under management, 3 employees, 1 office, and 1,250 accounts.
Assets Under Management
$374M
Employees
3
Offices
1 office
Total Clients
502
Primary office
SPOKANE VALLEY, WA
420 N EVERGREEN, STE 300, SPOKANE VALLEY, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.3% of total clients.
Top client categories% of clientsClients
1
Individuals
66.3%
333
2
HNWI
32.9%
165
3
NON-DISCRETIONARY
0.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$374Mas of March 3, 2026
Discretionary100.0%
$374M
100% of total RAUM100.0%
Non-discretionary0.0%
$180K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$374M
Total Accounts1,250
10Y AUM Change+$247M (+195.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee167:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.