$99.7M Total AUM
$90.4M Disc. AUM
4.7% 3Y CAGR
1 Employees
58 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2008
- Office Locations
- 2
Office Locations
725 NW Broadway Street Bend OR
-- Bend OR
About Sundowner Capital Management LLC
Sundowner Capital Management LLC is a Bend, Oregon RIA serving retail and institutional clients, including entrepreneurs. The firm provides asset management and portfolio construction alongside planning needs such as business succession and insurance. Reported portfolios are ETF-centric with complementary fixed income, and custody is through Charles Schwab.
Team overview
-- AVG AGE
$99.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
DOUGLAS EVERETT DOWNER
FOUNDER, Managing Member, President
- CRD
- #2155815
- Ownership
- 75% or more
Available
Available
Available
W
WENDY DANNETTE DOWNER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,357,907 | $951,136 |
| Non-Discretionary | $9,300,661 | $442,889 |
| Total | $99,658,568 | $859,126 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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