AUMdb

Davinci Capital Management Inc.

State-registered Broker-Dealer (Dually Registered) · Boutique (under $100M) CRD 46897 · SEC file 801-56514 · Cambridge, MA · davincicapitalmanagement.com
☆ Save with Pro ADV data as of Mar 29, 2024
Regulatory AUM
$40.2M
Discretionary
$0
Clients
85
Avg AUM / client
$473K
Accounts
85
Employees
4

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 77 $16.1M 40.1%
High net worth individuals 8 $24.1M 59.9%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
New England Life Flight, Inc. Dba Boston Medflight 401(k) Plan New England Life Flight, Inc. Dba Boston Medflight 2024
Charles River Community Health, Inc. 403(b) Plan Charles River Community Health, Inc. 2024
Ron Bouchard's Auto Sales, Inc. 401(k) Savings Plan Ron Bouchard's Auto Sales, Inc. D/B/A Honda Store 2024
Federal Management 401(k) Plan Federal Management Co., Inc. 2024
Standard Duplicating Machines Corp. Profit Sharing And 401(k) Plan Standard Duplicating Machines Corp 2024

People (6)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gregg Patrick Semprucci Registered representative Chartered Financial Consultant Nov 2007 (19y)
Robert Francis Mcgowan Registered representative Dec 2008 (18y)
James Joseph Mcsweeney Registered representative Dec 2008 (18y)
Jason Michael Pisciotta Registered representative Jan 2012 (15y)
Thomas Francis Boyle Registered representative Jun 2024 (2y)
Richard Etling Registered representative Chartered Financial Consultant Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (5)

PlanSponsorParticipantsPlan assetsAs of
New England Life Flight, Inc. Dba Boston Medflight 401(k) Plan New England Life Flight, Inc. Dba Boston Medflight 198 $34.4M 10/01/2024
Charles River Community Health, Inc. 403(b) Plan Charles River Community Health, Inc. 220 $8.6M 07/01/2024
Ron Bouchard's Auto Sales, Inc. 401(k) Savings Plan Ron Bouchard's Auto Sales, Inc. D/B/A Honda Store 166 $5.7M 01/01/2024
Federal Management 401(k) Plan Federal Management Co., Inc. 172 $18.8M 01/01/2024
Standard Duplicating Machines Corp. Profit Sharing And 401(k) Plan Standard Duplicating Machines Corp 96 $24.8M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/29/2024 1.09 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Commissions

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2024.

View current Form ADV (SEC/IAPD) ↗