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DEMETER TACTICAL INVESTMENTS CORP.

PROSPECT, KY · CRD 329512 · IAPD ↗ · demetertacticalinvestments.com · 2125184444

$265.3MRegulatory AUM
3Advisory reps
10Employees
0Clients
n/aPlanning clients
5Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — DEMETER TACTICAL INVESTMENTS CORP. reported RAUM up 43% ($185.0M -> $265.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
July 2025 — DEMETER TACTICAL INVESTMENTS CORP. changed its website from demeter-funds.com to demetertacticalinvestments.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2025 — DEMETER TACTICAL INVESTMENTS CORP. grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — DEMETER TACTICAL INVESTMENTS CORP. reported RAUM up 83% ($101.0M -> $185.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — DEMETER TACTICAL INVESTMENTS CORP. now reports 5 private fund(s) ($27.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
August 2024 — DEMETER TACTICAL INVESTMENTS CORP. notice-filed in FL, IN, LA, MD, NC, OH, TX, VA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2024 — DEMETER TACTICAL INVESTMENTS CORP.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — DEMETER TACTICAL INVESTMENTS CORP. (SHERIDAN, WY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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