Downshift Financial
Firm details
- Headquarters
- ,
- CRD number
- 314068
- Registered since
- October 1, 2024
- Website
- downshiftfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI99.87%
- Individuals0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Downshift Financial is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, operating on a fixed-fee model and focusing on financial planning, portfolio management for individuals and small businesses, and pension consulting services. It is not organized as a capital allocator or a related adviser, does not identify as an active ESG investor, and is not a multi-state adviser per its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents10%
- Exchange Traded Equities7%
- US Government Bonds6%
- State & Local Bonds1%
Contacts
3 of 3John Reynolds
Financial AdvisorCRD 8039029
Travis Hughes
Partner, CCOCRD 6993426
Edwin Liang
Co-founder & Financial PlannerCRD 4737975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$210M in ETFs
94%
$197M
<1%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $19.4M | 743,203 | 9.25% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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