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Manager and Chief Compliance Officer · Davinci Financial Designs

James S. Agostini

CRD 2596320 · Named on Form ADV at one SEC-registered adviser

At a glance

Davinci Financial Designs, an SEC-registered wealth manager based in Columbia, SC with $223 million in regulatory assets, lists James S. Agostini on its Form ADV as Manager and Chief Compliance Officer, a control person.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.