Demeter Tactical Investments Corp. logo

Demeter Tactical Investments Corp.

Updated today

Client assets under management

$205,385,591

Clients

390

2% high-net worth

Advisors

2

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

195

Very High

Average account size

$526,630

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

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

Up to 1% annually, negotiable

Performance-based

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 location

Demeter Tactical Investments Corp.

6225 St. Bernadette Ave

Prospect KY 40059, United States

Number of offices

1

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

Quick links

Advisors at this firm

user avatar

Jonathan B

Series 63, Series 66

Queen Creek, AZ

Demeter Tactical Investments Corp.

Jonathan Bradley is a financial advisor with Demeter Tactical Investments Corp. in Louisville, KY. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current role, he worked at MSH Capital Advisors LLC and M.S. Howells & Co., among other firms. Demeter Tactical Investments Corp. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and other investment advisors. The firm uses a data-driven, algorithmic approach to tactical asset allocation, primarily employing mutual funds, ETFs, and equities with automated rebalancing.

Active portfolio management Options & derivatives strategies
user avatar

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 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Pirata PSC, SLC Fund Management, LLC, Silver Leaf Capital, LLC, and Silver Leaf Partners, LLC. Outside of his advisory role, he is an attorney specializing in civil litigation case management. Demeter Tactical Investments Corp. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and other investment advisers, managing private funds organized in Delaware and the British Virgin Islands. The firm employs a tactical asset allocation strategy driven by proprietary software and algorithmic models, utilizing mutual funds, ETFs, and equities with automated rebalancing.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")