Downshift Financial, LLC
● SEC registered since 2024CRD 314068SEC# 801-131232
Reg. AUM
$214.7M
Employees
3
Accounts
354
Location
—
Downshift Financial, LLC assets under management
Downshift Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $214.7 million in regulatory assets under management and employs 3 people.
Downshift Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edwin Si-Wei Liang Control | Partner | 25-50% | 2021 |
| John Reynolds Control | Partner | 25-50% | 2025 |
| Travis Eugene Hughes Control | Partner & Chief Compliance Officer | 25-50% | 2021 |
Frequently asked questions
How much does Downshift Financial, LLC manage?
Downshift Financial, LLC reports $214.7 million in regulatory assets under management on its Form ADV.
How many employees does Downshift Financial, LLC have?
Downshift Financial, LLC reports 3 employees.
Does Downshift Financial, LLC disclose fund performance?
Downshift Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (720) 515-0564 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.7M▲ 59%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$214.7Mregulatory AUM
Discretionary $211.8MNon-discretionary $2.8M