Darmouth Capital Advisors Inc (Wexford)

Darmouth Capital Advisors Inc is a large advisory firm based in Wexford. It manages $73.31 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Darmouth Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Darmouth Capital Advisors: assets under management

The assets under management (AUM) of Darmouth Capital Advisors Inc is $73.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Darmouth Capital Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Darmouth Capital Advisors Inc

Gregory Mark Melvin has been acting as President since 1 Jul 1995. Casey Anne Melvin joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Mark Melvin	President	1 Jul 1995	50% - 75%	1332096

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Casey Anne Melvin	Shareholder	1 Dec 1995	Other	4337736
Patricia Regina Melvin	Shareholder	1 Dec 1995	Other	4337746
Janine Clare Melvin	Shareholder	1 Dec 1995	Other	4337751
John Christopher Melvin	Shareholder	1 Dec 1995	Other	4338477
Bridget Ellen Melvin	Shareholder	1 Dec 1995	Other	4338498
Danielle Jude Melvin	Shareholder	1 Dec 1995	Other	4338503

Based in Wexford

The principal office where Darmouth Capital Advisors Inc performs its advisory services is located at 750 Stonegate Drive, Wexford, PA 15090, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-934-5065 or by fax 724-934-5065. The normal business hours are 8am - 8pm on Monday - Friday.