Davinci Capital Management Inc.
- Regulatory AUM
- $40.2M
- Discretionary
- $0
- Clients
- 85
- Avg AUM / client
- $473K
- Accounts
- 85
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % 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| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Plan | Sponsor | Participants | Plan assets | As 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)
| Form | Period | Size | |
|---|---|---|---|
| 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) ↗