DAVINCI FINANCIAL DESIGNS

RIASEC RegisteredEst. 2015

Total AUM

$223M

Discretionary

$223M

100% of AUM

Avg account

$178K

Accounts

1,250

Employees

Advisory reps

Firm details

Headquarters: COLUMBIA, South Carolina
CRD number: 163362
Registered since: February 25, 2015
Website: www.davincifinancialdesigns.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.38%
Individuals39.15%
Charitable Organizations1.44%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Davinci Financial Designs is an independent registered investment adviser formed as a limited liability company and SEC-registered since 2015. Ownership is held by an individual principal and the firm describes itself as a capital allocator that serves both individual/family and institutional clients. Fee arrangements are flexible, including asset-based fees, hourly billing, and fixed-fee engagements. Core advisory services reported on the ADV include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and the publication of periodic newsletters or periodicals. The firm does not self-identify as an active ESG investor and indicates it operates as a single-state adviser rather than a multi-state practice.