DOWNSHIFT FINANCIAL, LLC
DBA: DOWNSHIFT FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 | +49.6% /yrover 2 yrs · 8 filings |
AUM by Client Type
Total AUM
$215M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +12.1% | +49.6% | — | |
| Discretionary AUM | $212M | ||||
Key Metrics
| Total AUM | $214.7M |
| Discretionary | $211.8M |
| Employees | 3 |
| Client Accounts | 354 |
| Client Range | 11-25 |
Contact & Location
Phone
(720) 515-0564
Filing History
8 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$212M
98.7% of AUM
Non-Discretionary
$3M
1.3% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported