# SHIFT FYNANCIAL

SHIFT FYNANCIAL is an SEC-registered investment adviser.

## Registration

- CRD: 304594
- Type: SEC-registered investment adviser
- Phone: 7164995300
- Latest filing: 2026-04-10
- Regulatory AUM: $28.0M
- Discretionary AUM: $3.3M
- Non-discretionary AUM: $24.7M
- Clients: 1
- Accounts: 45

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304594/similar
- Related entities: https://search.stillhousedata.com/firm/304594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304594

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.