Davinci Financial Designs is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, SC. Its latest Form ADV filing, dated April 29, 2026, reports $223M in regulatory assets under management, 5 employees, and 1,250 accounts.
Assets Under Management
$223M
Employees
5
Offices
--
Total Clients
353
Primary office
COLUMBIA, SC
5301 N. TRENHOLM ROAD, SUITE A, COLUMBIA, SC, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
306
2
HNWI
12.5%
44
3
Corporations
0.6%
2
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of April 29, 2026
Discretionary100.0%
$223M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$223M
Total Accounts1,250
10Y AUM Change$-39M (-14.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee71:1
10Y Employee Change-9 (-64.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.