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DEMARS FINANCIAL GROUP LLC
CRD 116257File 801-112885
APPROVED
Retail clients
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$374.0M
Below cohort median (national)
Discretionary AUM
$373.8M
Non-discretionary $180K
Clients
498
1,250 accounts
Employees
3
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 19, 2018
- Principal office
- 420 N EVERGREEN, STE 300, SPOKANE VALLEY, WA, 99216
- Phone
- 509-536-9556
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $374.0M
- Discretionary AUM
- $373.8M
- Non-discretionary AUM
- $180K
- Discretionary accounts
- 1,246
- Non-discretionary accounts
- 4
- Total accounts
- 1,250
- AUM per client
- $751K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 165 | $285.3M |
| Individuals (other than high net worth individuals) | 333 | $88.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 502 | 498 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.