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| Demars Financial Group LLC
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| CRD # | 116257 |
| SEC # | 801-112885 |
| CIK # | 0001723115 |
| AUM | 374.0 M (2026-03-03) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 509-536-9556 |
| Address | 420 N Evergreen Spokane Valley, WA 99216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001723115 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.8 | ||
| Babcock & Wilcox Co | 7.3 | ||
| Marathon Petroleum Corp | 7.2 | ||
| Apple Inc | 6.1 | ||
| Sprott Physical Gold & Silver Trust | 3.9 | ||
| Amazon Com Inc | 2.7 | ||
| Alphabet Inc | 2.1 | ||
| Salesforce Com Inc | 2.0 | ||
| Ace Ltd | 1.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.8 | ||
| Chevron Corp | 1.7 | ||
| Denali Holding Inc | 1.6 | ||
| Bristol Myers Squibb Co | 1.5 | ||
| Intercontinentalexchange Group Inc | 1.5 | ||
| Intuit Inc | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| McGraw-Hill Companies Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 88.5 |
| (b) Individuals (high net worth individuals) | 165 | 285.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 0.2 |
| Total | 1,250 | 374.0 |
| By Discretionary | ||
| Discretionary | 1,246 | 373.8 |
| Non-Discretionary | 4 | 0.2 |
| Total | 1,250 | 374.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.0 | |
| Total | 1,250 | 374.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001723115] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
St Johns Investment Management Company LLC
✚
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The Pitti Group Wealth Management LLC
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Aurora Private Wealth Inc
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BA Roberts Financial Services Inc
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MI | 373.9 M |
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Torren Management LLC
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CA | 373.5 M |
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Morey & Quinn Wealth Partners LLC
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UniWealth Advisors Inc
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373.2 M |