Demars Financial Group LLC

Overview

Demars Financial Group LLC is an independent, owner-operated RIA organized as an LLC that registered with the SEC in 2018. The firm serves individual and family clients and combines traditional advisory services—financial planning and portfolio management for individuals and small businesses—with selection-of-advisor services and accounting-related activities. Its fees are billed primarily as a percentage of assets under management and by hourly charges. The firm identifies itself as a capital allocator, directing client capital into external managers and pooled vehicles rather than exclusively building bespoke in-house strategies. Demars does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives