# Demeter Tactical Investments Corp.

> Demeter Tactical Investments Corp. is an SEC-registered investment advisory firm in Prospect, KY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 329512
- Filed as: DEMETER TACTICAL INVESTMENTS CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prospect, KY
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329512
- AdvisorCensus page: https://advisorcensus.com/firm/demeter-tactical-investments-corp-prospect-ky-329512

## Quick answers

**How is Demeter Tactical Investments Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Demeter Tactical Investments Corp. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Demeter Tactical Investments Corp. charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Demeter Tactical Investments Corp. located?**
Demeter Tactical Investments Corp.'s principal office is in Prospect, KY, according to its Form ADV; the November 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Demeter Tactical Investments Corp. registered with the SEC or a state?**
Demeter Tactical Investments Corp. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329512.

**How much does Demeter Tactical Investments Corp. manage?**
Demeter Tactical Investments Corp. reports $265,266,889 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Demeter Tactical Investments Corp.'s assets and staff changed since 2024?**
In the Form ADV data for Demeter Tactical Investments Corp.: Regulatory assets under management: $100,980,698 in the October 2024 data and $265,266,889 in the October 2026 data, up 163%. Total employees: 1 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Demeter Tactical Investments Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (383); high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Demeter Tactical Investments Corp. use?**
Demeter Tactical Investments Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Demeter Tactical Investments Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329512

**What changed in Demeter Tactical Investments Corp.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our firm’s maximum advisory fee is 1%. Fees are negotiable at the firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $265,266,889
- Discretionary: $265,266,889
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 383 | $182,793,176 |
| High net worth individuals | 7 | $22,592,415 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $59,881,298 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, LA, MD, NC, OH, TX, VA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the November 2025 filing
- Indianapolis, IN

### Websites listed on Form ADV (Item 1.I)
- demeter-funds.com
- demetertacticalinvestments.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,980,698 | 1 | September 25, 2024 |
| October 2025 | $185,027,885 | 7 | June 4, 2025 |
| October 2026 | $265,266,889 | 10 | July 15, 2026 |

Regulatory assets under management: $100,980,698 in the October 2024 data and $265,266,889 in the October 2026 data, up 163%.
Total employees: 1 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $185,027,885 to $265,266,889 (+43%).
- No longer lists an office in Indianapolis, IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Demeter Tactical Investments Corp. (CRD 329512): Form ADV filing data as of October 2026.