A complete list of active advisors currently associated with DaVinci Capital Management Inc.

Warmer can help you find a great advisor at DaVinci Capital Management Inc. or one who fits your needs even better.

Davinci Capital Management provides advisory services primarily to individual investors—including both retail and high‑net‑worth clients—and to pension and profit‑sharing plan sponsors. Its brochure describes individualized portfolio management and asset‑allocation services, retirement plan consulting and participant education, fee‑in‑lieu brokerage arrangements, and the option to use third‑party money managers. Advisors work from client fact‑finders to determine objectives and risk tolerance and may deploy a range of analysis techniques (fundamental, quantitative, technical, asset allocation, and dollar‑cost averaging) when recommending strategies. The firm largely operates on a non‑discretionary basis—trades require client review and approval—and offers fee‑in‑lieu accounts custodied at National Financial Services or managed via third‑party platforms such as AssetMark. Davinci is also dually registered as a FINRA broker‑dealer and as an investment adviser and clears fee‑in‑lieu accounts through NFS under a tri‑party piggyback arrangement with Maplewood, a structure it discloses can create conflicts of interest. The brochure notes that representatives may earn commissions and sell insurance products, that dealer concessions and added transaction charges may apply to NFS accounts, and that principals maintain multiple securities registrations and insurance licenses.

To learn more about the advisors currently working at DaVinci Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.