Downshift Financial
Downshift Financial is an SEC-registered ria with $214.7M assets under management (AUM, regulatory AUM), +59% over one year. See who owns Downshift Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314068, SEC 801-131232, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $214.7M (2026-06-29)
- Firm type
- Ria
- Employees
- 3
- Clients
- 81
- CRD
- 314068
- Ownership
- HUGHES, TRAVIS, EUGENE; Hughes, Travis, E; Reynolds, John; LIANG, EDWIN, SI-WEI
How much AUM does Downshift Financial have?
Downshift Financial reported $214.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Downshift Financial?
Disclosed owners and executives of Downshift Financial include HUGHES, TRAVIS, EUGENE, Hughes, Travis, E, Reynolds, John, LIANG, EDWIN, SI-WEI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.