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DEMETER TACTICAL INVESTMENTS CORP.
CRD 329512File 801-129609
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$265.3M
Below cohort median (national)
Discretionary AUM
$265.3M
Clients
396
1,079 accounts
Employees
10
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 4, 2024
- Principal office
- 6225 ST. BERNADETTE AVE, PROSPECT, KY, 40059
- Phone
- 2125184444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $265.3M
- Discretionary AUM
- $265.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,079
- Non-discretionary accounts
- 0
- Total accounts
- 1,079
- AUM per client
- $670K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $22.6M |
| Pooled investment vehicles | 6 | $59.9M |
| Individuals (other than high net worth individuals) | 383 | $182.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.