Davinci Capital Management Inc.

Broker-DealerFINRA Member

Total AUM

$60.3M

Discretionary

$0

0% of AUM

Accounts

102

Employees

4

Advisory reps

15

Brokerage reps

4

Firm details

Headquarters: Cambridge, Massachusetts
CRD number: 46897
Registered since: September 24, 1999
Website: www.davincicapitalmanagement.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI65.66%
Individuals34.34%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Davinci Capital Management Inc. is a corporate, independent broker-dealer that serves individual and family clients. The firm combines brokerage activity with advisory services — offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation model is mixed: percentage-of-assets, hourly and fixed fees, plus commissions, which reflects a hybrid brokerage/advisory practice. The firm is registered to do business in Massachusetts and New Hampshire and is organized as a domestic entity with individual ownership components.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 13

Richard Etling
Registered RepresentativeCRD 1045351
Robert Mcgowan
Senior Vice PresidentCRD 1733686
Gregg Semprucci
PrincipalCRD 1854392

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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