Demars Financial Group LLC
Firm details
- Headquarters
- Spokane Valley, Washington
- CRD number
- 116257
- Registered since
- April 19, 2018
- Website
- www.demarsfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.3%
- Individuals23.65%
- Other0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Demars Financial Group LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm operates as a capital allocator and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. Its fee model combines a percentage-of-AUM schedule with hourly billing. The firm lists "accountant" among its business activities and industry affiliations. Demars reports it is not an active ESG investor and is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities26%
- Private Funds4%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 4
Brent Sears
Investment Advisor RepresentativeCRD 3256584
Taylor Demars
Financial PlannerCRD 6733554
Richard Kennedy
ConsultantCRD 8195832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$296M in ETFs
99%
$294M
<1%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $66.1M | 733,638 | 22.30% |
Location
Spokane Valley, WA
Spokane
Location
Spokane Valley, WA
Headquartered in Spokane Valley, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 420 N Evergreen Rd
- Time zone
- PT (UTC-8)
- Office locations
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