FIRST DOWN FINANCIAL

FIRST DOWN FINANCIAL of OVIEDO, FL is an SEC-registered investment adviser (CRD 313133). Regulatory assets under management: $57.0M.

Registration

• CRD: 313133
• Type: Registered investment adviser
• Location: 1942 WEST CR 419, OVIEDO, FL, 32766
• Phone: 407-542-7232
• Latest filing: 2026-04-30
• Regulatory AUM: $57.0M
• Discretionary AUM: $57.0M
• Clients: 10
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313133 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search