DOWNSHIFT FINANCIAL, LLC

DOWNSHIFT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 314068). Regulatory assets under management: $214.7M.

Registration

• CRD: 314068
• SEC file number: 801-131232
• Type: Registered investment adviser
• Phone: (720) 515-0564
• Latest filing: 2026-06-29
• Regulatory AUM: $214.7M
• Discretionary AUM: $211.8M
• Non-discretionary AUM: $2.8M
• Clients: 3
• Accounts: 354

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 314068 on SEC IAPD (source of record)
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