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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1999
- Office Locations
- 1
Office Locations
About Downey Capital Management, Inc.
Downey Capital Management, Inc. is a Boston-based RIA. The firm has been operating for 27 years. Managing $86.9M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 12, 2011 and October 16, 2012, reported AUM decreased 21.8%, from $51.1M to $39.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 23 clients, or 11.5 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CHRISTOPHER WALTER DOWNEY
Chief Compliance Officer, DIRECTOR, Investment Adviser, President
- CRD
- #1158977
- Ownership
- 75% or more
ALICIA LAURA DOWNEY
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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WALTER LEO DOWNEY
Investment Adviser, President
- CRD
- #71317
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,872,187 | $1,079,061 |
| Non-Discretionary | $0 | -- |
| Total | $86,872,187 | $1,079,061 |
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Separately Managed Accounts
SMA allocation detail is available
Downey Capital Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.