Davinci Capital Management Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
James Mcsweeney
President, CEOCRD 1620191
Deborah Sims-mcsweeney
CFOCRD 5611050
Contacts
3 of 13John Manni
Registered RepresentativeCRD 2433085
Kelly Holland
Executive Vice PresidentCRD 4984656
Robert Mcgowan
Senior Vice PresidentCRD 1733686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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