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Downey Capital Management, Inc. (Boston)


Downey Capital Management, Inc. is an adviser based in Boston. It manages $39.93 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

Downey Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Downey Capital Management: assets under management

The assets under management (AUM) of Downey Capital Management, Inc. is $39.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Downey Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Downey Capital Management, Inc. performs its advisory services is located at 155 Federal St, Boston, MA 02110 1720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-338-4866 or by fax 617-338-7201. The normal business hours are 9am-5pm on Monday - Friday.


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