Davinci Financial Designs LLC
● SEC registered since 2015CRD 163362SEC# 801-80733Columbia, SC
Reg. AUM
$222.8M
Employees
5
Accounts
1,250
Location
Columbia, SC
Davinci Financial Designs LLC assets under management
Davinci Financial Designs LLC operates as an SEC-registered investment adviser based in Columbia, SC. The firm has been registered since 2015. It reports $222.8 million in regulatory assets under management and employs 5 people.
Davinci Financial Designs LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Stuart Agostini Control | Manager And Chief Compliance Officer | Over 75% | 2012 |
| James Stuart Agostini Control | Owner | Over 75% | 2003 |
Frequently asked questions
How much does Davinci Financial Designs LLC manage?
Davinci Financial Designs LLC reports $222.8 million in regulatory assets under management on its Form ADV.
How many employees does Davinci Financial Designs LLC have?
Davinci Financial Designs LLC reports 5 employees.
Where is Davinci Financial Designs LLC located?
Davinci Financial Designs LLC is based in Columbia, SC and has been SEC-registered since 2015.
Does Davinci Financial Designs LLC disclose fund performance?
Davinci Financial Designs LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5301 N. Trenholm Road, Suite a, Columbia, SC 29206 |
| Phone | 803-741-0134 |
| Fax | 803-741-0273 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$222.8Mregulatory AUM
Discretionary $222.8M