DEMARS FINANCIAL GROUP LLC
C39
CRD 116257·SEC 801-112885·SPOKANE VALLEY, WA
AUM
$374.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $128.9M
'21 · $181.8M
'22 · $275.8M
'23 · $275.8M
'25 · $291.3M
'26 · $374.0M
'20'26
$128.9M → $374.0M▲ +190%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
420 N EVERGREEN RD, STE 300SPOKANE VALLEY, WA 99216
Business
420 N EVERGREEN RD, STE 300SPOKANE VALLEY, WA 99216
Edgar Recent Filings
13F-HR2026-04-30 · 0001723115-26-000003
13F-HR2026-01-22 · 0001723115-26-000001