Demeter Tactical Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 5 private funds.
Demeter Tactical Investments reports 396 clients. They include 383 individual clients, 7 high-net-worth individuals and 6 pooled investment vehicles. Of its assets, 100.0% ($265M across 1,079 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 69% |
| High-net-worth individuals | 2% | 9% |
| Pooled investment vehicles | 2% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 383 | $183M | 68.9% | $477K |
| High-net-worth individuals | 7 | $22.6M | 8.5% | $3.23M |
| Pooled investment vehicles | 6 | $59.9M | 22.6% | $9.98M |
| Total | 396 | $265M | 100% | $670K |
- Clients
- 383
- Regulatory AUM
- $183M
- AUM share
- 68.9%
- Avg. per client
- $477K
- Clients
- 7
- Regulatory AUM
- $22.6M
- AUM share
- 8.5%
- Avg. per client
- $3.23M
- Clients
- 6
- Regulatory AUM
- $59.9M
- AUM share
- 22.6%
- Avg. per client
- $9.98M
Total
- Clients
- 396
- Regulatory AUM
- $265M
- AUM share
- 100%
- Avg. per client
- $670K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Demeter Tactical Investments is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Sexton owns 75% or more of Demeter Tactical Investments. Jeffrey Sexton is CEO. It has 10 employees, 3 of them in advisory roles.
Leadership
- Jeffrey SextonChief Executive Officer, Chief Investment Officer & Chief Compliance Officer
- Jonathan BradleyChief Options Strategist
- Philip SteeleChief Techonolgy Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jonathan T Bradley
- Jeffrey Allan Sexton
- Philip John Steele
Staff
- 10 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Demeter Tactical Investments Corp.
Jeffrey Sexton
Control person · since November 2021
Demeter Tactical Investments’ regulatory assets grew 2.6× from $101M (July 2024) to $265M (July 2026); clients fell from 543 to 396 and employees rose from 1 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $265M | 396 | 10 | 1 |
| June 2025 | $185M | 404 | 7 | 3 |
| July 2024 | $101M | 543 | 1 | 3 |
Besides its headquarters, Demeter Tactical Investments has 0 offices, with 1 listed address in Kentucky.
Kentucky · 1 listed address
- 6225 St. Bernadette Ave, ProspectHQ
Contact and registration details
- Legal name
- Demeter Tactical Investments Corp.
- Headquarters
- 6225 St. Bernadette Ave, Prospect, KY 40059
- Phone
- 212-518-4444
- SEC file
- 801-129609
- Structure
- Delaware corporation
- Fiscal year end
- December
Demeter Tactical Investments uses Charles Schwab ($158M) as custodian for its separately managed accounts. Demeter Tactical Investments has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $158M100%
At year end, Demeter Tactical Investments’ separately managed accounts were mostly in funds (82%).
What the accounts hold
- Stocks7%
- Funds82%
- Bonds2%
- Cash9%
How many clients does Demeter Tactical Investments have?
Demeter Tactical Investments has 396 clients and manages $265 million for them, as of July 2026. They include 383 individual clients, 7 high-net-worth individuals and 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Demeter Tactical Investments offer?
Demeter Tactical Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Demeter Tactical Investments use?
Demeter Tactical Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $158M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Demeter Tactical Investments have?
Demeter Tactical Investments has 2 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Demeter Tactical Investments invest in?
At the end of its last fiscal year, Demeter Tactical Investments’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% exchange-traded equities and 2% U.S. government and agency bonds. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Demeter Tactical Investments?
Demeter Tactical Investments’ direct owner is Jeffrey Sexton (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Demeter Tactical Investments get paid?
Demeter Tactical Investments is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Demeter Tactical Investments?
Demeter Tactical Investments’ main office is at 6225 St. Bernadette Ave, Prospect, KY 40059. Its phone number is 212-518-4444. Its website is demetertacticalinvestments.com.