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
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

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

    James Mcsweeney

    President, CEOCRD 1620191

  • Deborah Sims-mcsweeney

    CFOCRD 5611050

Contacts

3 of 13
  • Richard Etling

    Registered RepresentativeCRD 1045351

  • Robert Mcgowan

    Robert Mcgowan

    Senior Vice PresidentCRD 1733686

  • Gregg Semprucci

    Gregg Semprucci

    PrincipalCRD 1854392

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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