SourcingSourcing

DEMETER TACTICAL INVESTMENTS CORP.

C40
CRD 329512·SEC 801-129609·PROSPECT, KY
AUM
$265.3M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$796K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DEMETER TACTICAL INVESTMENTS CORP.
CRD
329512
SEC file #
801-129609
EIN
000000000
DBA names
—

Economics

AUM
$265.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$185.0M → $265.3M▲ +43%
Client mix
Individuals Other383
Individuals High Net Worth7
Pooled Investment Vehicles6

Operations

Employees (total)
10
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
PROSPECT KY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
demetertacticalinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEXTON, JEFFREY, ALLAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SEXTON, JEFFREY, ALLAN
BRADLEY, JONATHAN, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DEMETERTACTICALINVESTMENTS.COM
Rdap Domain Creation Date
2023-11-05T00:09:28Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002046215
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-12-04
Edgar Last Filing Date
2024-12-18
Edgar Form D Count
2
Edgar Form D Offerings
2024-12-182024-12-18 · 0000898432-24-001020
2024-12-042024-12-04 · 0000898432-24-000969

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5373
Soi Zip Pct 200k Plus
0.3186
Soi Zip Returns 200k Plus
3,250
Soi Zip Total AGI
2,348,322
Fdic Zip Total Deposits
7,294,612,000
Fdic Zip Branch Count
153
Fdic Zip Top Banks
PNC Bank, National Association
Republic Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing20
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
FOLIO CHAMBERS2 JAMES WALTER FRANCIS HIGHWAYTORTOLA, D8, VG1110
Business
FOLIO CHAMBERS2 JAMES WALTER FRANCIS HIGHWAYTORTOLA, D8, VG1110
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-12-18 · 0000898432-24-001020
D2024-12-04 · 0000898432-24-000969
Fdic Zip Branches Raw
National City Bank, KentuckyProspect, KY
National City Bank, KentuckyProspect, KY
Fdic Zip HHI
2383.6
Fdic Zip Top Bank Share Pct
39.21
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-05T00:09:28Z
Rdap Domain Last Changed
2023-11-05T00:09:31Z
Rdap Nameservers
Grannbo.ns.cloudflare.comRex.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,721
Returns2,070
Stub 2
AGI37,856
Returns1,040
Stub 3
AGI53,608
Returns860
Soi Zip Total Business Income
83,696
Soi Zip Total Cap Gains
185,282
Soi Zip Total Dividends
109,639
Soi Zip Total Returns
10,200
Top Owner CRD
2962292
Trust Company Affiliate
No

People (4)

4
SEXTON, JEFFREY, ALLAN
IAR · Direct Owner · 87.5%
2962292
BRADLEY, JONATHAN, T
IAR · Executive Officer · 2.5%
6734669
HICKS, JONATHAN, HAGAN
Executive Officer · 2.5%
4492684
Steele, Philip, John
Executive Officer · 2.5%
7983774