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. Hourly charges are usually charged for consulting work and special projects. 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.