Philip John Steele
Investment adviser representative at Demeter Tactical Investments Corp.
10 yearsExperience
1 stateRegistered in
$265.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Demeter Tactical Investments Corp.Jul 2026 to now
- Demeter Tactical Investment CorpMay 2024 to now
- Churchill Downs IncorporatedDec 2016 to May 2024
- Republic BankJul 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Demeter Tactical Investments Corp.
$265.3MAssets managed
396Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7983774
- Firm CRD
- 329512