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DAVINCI FINANCIAL DESIGNS
DAVINCI FINANCIAL DESIGNS LLC
CRD 163362 · SEC 801-80733
5301 N. TRENHOLM ROAD, SUITE A, COLUMBIA, SC, 29206, United States
Phone
803-741-0134
Fax
803-741-0273
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.8M
Discretionary AUM
$222.8M
Team
5 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 306 | $87.2M |
| High net worth individuals | 44 | $132.3M |
| Charitable organizations | 1 | $3.2M |
| Corporations/business entities | 2 | $61K |
States served
CO, GA, LA, MD, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD