DAVINCI CAPITAL MANAGEMENT INC.

Broker-DealerFINRA MemberEst. 1999
Total AUM
$40.2M
Discretionary
$0
0% of AUM
Accounts
85
Employees
4
Advisory reps
15
Brokerage reps
4

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
46897
Registered since
September 24, 1999
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI59.93%
  • Individuals40.07%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Davinci Capital Management Inc. is an independent broker-dealer that has been registered with the SEC since 1999. The firm primarily serves individual and family clients, offering a range of financial planning services, portfolio management for individuals and small businesses, as well as pension consulting. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and commissions. While Davinci Capital Management is not an active ESG investor, it maintains a diverse approach to investment management, focusing on various asset classes and investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • JAMES MCSWEENEY

    President, CEOCRD 1620191

  • DEBORAH SIMS-MCSWEENEY

    CFOCRD 5611050

Contacts

3 of 13
  • JOHN MANNI

    Registered RepresentativeCRD 2433085

  • KELLY HOLLAND

    Executive Vice PresidentCRD 4984656

  • ROBERT MCGOWAN

    Senior Vice PresidentCRD 1733686

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
801 Cambridge St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth