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DEMARS FINANCIAL GROUP LLC

SPOKANE VALLEY, WA · CRD 116257 · IAPD ↗ · demarsfinancial.com · 509-536-9556

$374.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — DEMARS FINANCIAL GROUP LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — DEMARS FINANCIAL GROUP LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2026 — DEMARS FINANCIAL GROUP LLC reported RAUM up 28% ($291.3M -> $374.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2025 — DEMARS FINANCIAL GROUP LLC reported RAUM up 25% ($232.4M -> $291.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.