Wealth manager, wrap-program sponsor · Columbia, SC
Davinci Financial Designs
Davinci Financial Designs LLC · SEC-registered investment adviser · CRD 163362 · SEC 801-80733
At a glance
Davinci Financial Designs is an SEC-registered investment adviser based in Columbia, South Carolina, with $223 million in regulatory assets under management as of its Form ADV filed April 29, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 350 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 5,420th of 8,915 wealth managers and 11,697th of 17,210 SEC-registered advisers by assets.
Main office 803-741-0134davincifinancialdesigns.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $223M
- Rank among wealth managers
- #5,420 of 8,915
- Rank among all SEC RIAs
- #11,697 of 17,210
- Rank in South Carolina
- #73 of 116
- Individual clients
- 350
- High-net-worth clients
- 44
- Accounts
- 1,250
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- James S. AgostiniManager and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Davinci Financial Designs is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names LPL Financial as the broker-dealer its advisers are registered with.
investment advisory services provided to DaVinci’s clients and as designated princip al of LPL Financial (“LPL”), the broker-dealer through which the IARs in their capacity as registered representatives of LPL provides brokerage services.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 44 | $132M | 59% |
| Individuals | 306 | $87M | 39% |
| Charitable organizations | 1 | $3M | 1% |
| Corporations or other businesses | 2 | $0M | <1% |
Disciplinary disclosures
Davinci Financial Designs reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗davincifinancialdesigns.com ↗
AtlasMembers
The full record on Davinci Financial Designs
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,168 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Davinci Financial Designs manage?
Davinci Financial Designs reports $223 million in regulatory assets under management across 1,250 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 29, 2026.
What kind of firm is Davinci Financial Designs?
Davinci Financial Designs is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Davinci Financial Designs’s clients?
By assets, its largest client types are high-net-worth individuals ($132 million, 44 clients); individuals ($87 million, 306 clients); charitable organizations ($3 million, 1 clients).
Does Davinci Financial Designs have any disciplinary history?
Davinci Financial Designs reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Davinci Financial Designs’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →