Davinci Capital Management Inc.

Overview

Davinci Capital Management Inc. is a corporate broker-dealer that has been SEC-registered since 1999 and serves primarily 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. It operates as an independent broker-dealer rather than a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Clients are charged through a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and commissions — reflecting a hybrid brokerage-and-advice model. The firm’s ownership is structured as a domestic entity with individual ownership elements and its regulatory and business affiliations include broker-dealer, insurance, other investment adviser, and real estate broker activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices