Downey Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,283,374
Clients
22
Advisors
2
of 3 employees
About
Downey Capital Management provides discretionary investment management to individuals, trusts, estates, charitable organizations and business entities, with a client mix concentrated among high‑net‑worth households and a general expectation of a minimum level of investable assets. Services focus on tailored portfolio management across equities, fixed income, exchange‑traded funds and, for certain clients, privately placed securities.
The firm typically constructs accounts as baskets of securities or ETF selections and uses a combination of fundamental and technical analysis to align portfolios with client objectives and risk tolerances. It generally exercises full investment discretion, aggregates trades across similar accounts, and employs cash‑management strategies while occasionally using broker‑provided research supported by commission arrangements.
Noteworthy features disclosed in the brochure include an affiliation between a firm director and a law practice, identified as a related‑party relationship, and a 2012 state consent order addressing late registration of adviser representatives that the firm reports as a disclosure event. Compared with larger peers, Downey Capital operates with a relatively small client base and makes selective use of private placements, factors that can affect liquidity, review frequency and account administration.
Client services
Expertise
Fee options
May negotiate fixed fees for certain accounts.
$0 - $10 million: 1.0% $10 million - $20 million: 0.75% $20 million+: Negotiable
Account minimum: $50,000 Fee-only: Fees based on percentage of assets under management as per tiered schedule; may also negotiate fixed fees for certain accounts.
Main office
155 Federal Street
Boston MA 02110-1720
Advisors at this office
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Walter D
Boston, MA
Downey Capital Management, Inc.
Walter Downey is a financial advisor at Downey Capital Management, Inc. in Boston, MA, with 19 years of industry experience. He has been with the firm since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and advisory services. The firm uses a combination of fundamental and technical analysis to tailor investment strategies to client objectives and risk tolerances.
Christopher D
Series 63, Series 65
Boston, MA
Downey Capital Management, Inc.
Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.
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