Demeter Tactical Investments Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$205,385,591
Clients
390
Advisors
3
across 2 offices
About
Demeter Tactical Investments Corp. acts as a third-party discretionary money manager for independent registered investment advisers and their individual advisory clients, and it also serves as investment manager to pooled private funds organized in Delaware and the British Virgin Islands. The firm provides model portfolio implementation, performance reporting, and administrative functions via a third‑party technology platform for Independent RIAs and their clients.
DTIC’s investment process emphasizes data-driven, proprietary software and algorithmic signals, with a tactical asset-allocation approach that prioritizes active rebalancing of mutual funds, equities, and ETFs (and uses options in some strategies). Strategies are implemented as managed models under trading discretion, which the firm notes can involve frequent trading and potential tax inefficiencies for taxable accounts.
Distinctive features in the brochure include the firm’s role as a private fund sponsor/adviser with an affiliate typically serving as general partner and the receipt of performance‑based compensation from those funds (performance allocations are calculated on a gross‑return basis), while advisory client accounts do not pay performance-based fees. The firm also discloses ownership links to an SPV and a law practice and notes the use of soft‑dollar arrangements and related compliance policies to address the resulting conflicts of interest.
Client services
Expertise
Fee options
Up to 1% annually, negotiable
Performance Allocation on Private Funds, typically 10% of overall Performance Allocation charged by the fund, calculated on gross returns, paid monthly in arrears; fees are negotiable and vary by investor
Main office
See office6225 St. Bernadette Ave
Prospect KY 40059
Advisors at this office
2
Offices (2)
Most active in
Florida · Indiana · Kentucky · Louisiana · Maryland · North Carolina · Ohio · Texas · Virginia · Wisconsin · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Philip S
Series 65
Prospect, KY
Demeter Tactical Investments Corp.
Philip Steele is a financial advisor at Demeter Tactical Investments Corp. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Demeter Tactical, he worked at Churchill Downs Incorporated for eight years and Republic Bank for one year. Demeter Tactical Investments Corp. acts as a third-party discretionary money manager for independent registered investment advisers and their clients, offering tactical asset-allocation strategies driven by proprietary software and algorithmic signals. The firm also manages pooled private funds and provides model portfolio implementation and performance reporting through a third-party technology platform.
Jonathan B
Series 63, Series 66
Queen Creek, AZ
Demeter Tactical Investments Corp.
Jonathan Bradley is a financial advisor at Demeter Tactical Investments Corp. with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MSH Capital Advisors LLC, M.S. Howells & Co., Charles Schwab & Co., Inc., and Edward Jones LLP. Outside of finance, he has experience working at Roy's Restaurant. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and manages pooled private funds. The firm uses a data-driven, algorithmic approach focusing on tactical asset allocation and frequently employs active rebalancing of mutual funds, equities, and ETFs, with some strategies including options.
Jeffrey S
Series 63, Series 65, Series 66
Prospect, KY
Demeter Tactical Investments Corp.
Jeffrey Sexton is a financial advisor at Demeter Tactical Investments Corp. with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley, Merrill, and Silver Leaf Capital. Outside of his advisory role, Sexton practices as a civil litigation attorney. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and their clients, offering model portfolio implementation, performance reporting, and administrative support. The firm employs a data-driven, tactical asset allocation strategy that incorporates proprietary software and algorithmic signals.
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