DBA: DOWNSHIFT FINANCIAL
| Total AUM | $214.7M |
| Discretionary | $211.8M99% of AUM |
| Non-Discretionary | $2.8M |
| Client Accounts | 354 |
| Avg Account Size | $606K |
| Employees | 3 |
| Peak AUM | $214.7MFeb 2026 |
| AUM CAGR | +63.7% /yrover 1 yrs · 6 filings |
Total AUM
$215M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +58.5% | — | — | |
| Discretionary AUM | $212M | ||||
| Total AUM | $214.7M |
| Discretionary | $211.8M |
| Employees | 3 |
| Client Accounts | 354 |
| Client Range | 11-25 |
Phone
(720) 515-0564
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$212M
98.7% of AUM
Non-Discretionary
$3M
1.3% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $3M | — | — | — |
| Total Accounts | 354 | +24.6% | — | — |
| Avg Account Size | $606,355.932 | +27.2% | — | — |
| Employees | 3 | 0.0% | — | — |
| AUM / Employee | $72M | +58.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $215M | +58.5% | — | — | |
Client Count Segments | |||||
| Individuals | 81 | +58.8% | — | — | |