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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- MomentumUnison delta +more
- Established Date
- 06-09-2021
- Office Locations
- 2
Office Locations
About Downshift Financial
Downshift Financial is a fee-only fiduciary RIA providing comprehensive, flat-fee financial planning for families looking to “downshift” work and craft a healthier work-life balance—often targeting financial independence, early or semi-retirement, career changes, nonprofit work, or passion projects. Planning spans taxes, estate, insurance, debt, education, healthcare, and charitable giving, paired with a low-cost, tax-efficient, passive index investing approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TRAVIS EUGENE HUGHES
Chief Compliance Officer, Financial Planner, PARTNER
- CRD
- #6993426
- Ownership
- 25% but less than 50%
EDWIN SI-WEI LIANG
Financial Planner, PARTNER
- CRD
- #4737975
- Ownership
- 25% but less than 50%
Momentum timber
Focus frontier catalyst
- CRD
- #63982
- Ownership
- 32.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,846,000 | $608,753 |
| Non-Discretionary | $2,804,000 | $467,333 |
| Total | $214,650,000 | $606,356 |
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Separately Managed Accounts
Total SMA Asset: $214,650,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $77,227,550 | 13.6% |
| Cash | $72,116,904 | 12.7% |
| Equity - Exchange | $61,895,610 | 10.9% |
| U.S. Government/Agency | $204,993,718 | 36.1% |
| Corporate - Investment Grade | $52,242,166 | 9.2% |
| Municipal Bonds | $99,373,686 | 17.5% |
| Total | $567,849,634 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL VERTEX PIONEER | FRONTIER DELTA | U2GEO4IPZ | EXSU | 8.14% | $70,131,439 |
| ELEMENT PATHWAY | MATRIX PATHWAY | B9S0ALRZP | OUX | 8.44% | $101,754,956 |
| FRONTIER FRONTIER | PATHWAY PIONEER | WXDQRGPYV | FRHU | 3.69% | $57,901,748 |
| VERTEX VALUE LEGACY | VALUE RIDGE | JZE3YUL4P | XBNI | 5.72% | $74,109,038 |
| VITAL SUMMIT | VECTOR FOUNDATION | 6H4P5IKCW | ZLKTQ | 7.57% | $79,665,813 |
| VERTEX OAK MOMENTUM | OPTIMA PATHWAY | ATMNCP79O | QXNV | 2.53% | $109,403,303 |
| MOMENTUM MATRIX PIONEER | FOUNDATION TIMBER | V3GIJTXOM | KQZSM | 1.39% | $26,001,371 |
| TIMBER CREST VERTEX | INSIGHT BEACON | Y88M6GTGE | BZGWZ | 1.04% | $62,673,961 |