DAVINCI FINANCIAL DESIGNS
Latest filing: Mar 31, 2025 (87 days ago)
AUM
$198,331,653
-20% change vs. 1 year ago
-23% change vs. 3 years ago
6% change vs. 5 years ago
22% change vs. 10 years ago
Employee Count
5
-44% change vs. 1 year ago
-38% change vs. 3 years ago
-55% change vs. 5 years ago
-64% change vs. 10 years ago
Main Office
COLUMBIA, SC
5301 N. TRENHOLM ROAD, COLUMBIA, SC, UNITED STATES, 29206
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 640 | $0.1 |
| Average Individual AUM | $140,648 | |
| HNW | 40 | $0.1 |
| Average HNW AUM | $2,635,559 | |
| Retail Total | 680 | $0.2 |
| Average Retail AUM | $287,407 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| LPL FINANCIAL LLC | FORT MILL-SC-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 70% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 9% | $0.0 |
| Other | 2% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| DAVINCI RISK DESIGNS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DEVIN KILE | COLUMBIA | SC | S66|2016-01-27 | ||||||
| PATRICK BURGESS | COLUMBIA | SC | S63|1999-11-30|S65|2004-11-29 | CERTIFIED FINANCIAL PLANNER | |||||
| JONATHAN DOOTSON | COLUMBIA | SC | S66|2023-04-11 | ||||||
| THOMAS TRANT | COLUMBIA | SC | S63|1994-06-08|S65|1999-11-23 | ||||||
| STUART VAUGHN | COLUMBIA | SC | S63|2017-06-30 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES AGOSTINI | COLUMBIA | SC | S63|1995-05-31|S65|1999-12-20 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| MARLA WARNER | COLUMBIA | SC | S63|2013-03-08|S65|2017-05-18 | ||||||
| DAVID WELLS | COLUMBIA | SC | S63|1995-11-10|S65|2004-01-09 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | -20% | 9 | -4 | -44% |
| 2023-04-04 | $0.2 | $0.0 | -1% | 7 | -2 | -29% |
| 2022-04-01 | $0.3 | -$0.1 | -23% | 8 | -3 | -38% |
| 2021-04-05 | $0.2 | $0.0 | -10% | 9 | -4 | -44% |
| 2020-04-01 | $0.2 | $0.0 | 6% | 11 | -6 | -55% |
| 2019-04-01 | $0.3 | -$0.1 | -33% | 16 | -11 | -69% |
| 2018-04-02 | $0.3 | -$0.1 | -28% | 15 | -10 | -67% |
| 2017-04-01 | $0.3 | -$0.1 | -24% | 14 | -9 | -64% |
| 2016-04-01 | $0.2 | $0.0 | -4% | 15 | -10 | -67% |
| 2015-04-01 | $0.2 | $0.0 | 22% | 14 | -9 | -64% |
| 2013-04-01 | $0.0 | $0.2 | 467% | 9 | -4 | -44% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| SC, CO-03/29/2019, FL-03/31/2015, GA-03/31/2015, KY-03/08/2016, LA-03/31/2015, MD-03/31/2025, NC-03/31/2015, NH-03/31/2021, NY-03/31/2015, OH-03/31/2017, PA-03/31/2015, SC-02/25/2015, TN-03/31/2025, TX-03/31/2015, VA-03/31/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV