Data / Investment advisers / South Carolina / Davinci Financial Designs
Davinci Financial Designs, Columbia, SC: $223 million AUM, SEC registered investment adviser
Davinci Financial Designs is an SEC registered investment adviser with its main office in Columbia, South Carolina and reports $223 million in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 163362
- SEC file number
- 801-80733
- SEC status
- Approved, effective February 25, 2015
- Legal name
- Davinci Financial Designs LLC
- Main office
- 5301 N. Trenholm Road Suite a, Columbia, SC 29206
- Phone
- (803) 741-0134
- Regulatory AUM
- $222,823,888 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $222,823,888
- Accounts
- 1,250
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $132.3 million |
| Individuals (other than high net worth individuals) | 306 | $87.2 million |
| Charitable organizations | 1 | $3.2 million |
| Corporations or other businesses | 2 | $61,053 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $222.8 million | March 30, 2026 |
| December 1, 2025 | $198.3 million | March 31, 2025 |
Other advisers in Columbia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Abacus Planning Group, Inc. | Columbia | $2.16 billion | 5 | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | $584.4 million | Not listed | adviserinfo.sec.gov |
| Yon Drake & Associates Inc | Columbia | $304.7 million | Not listed | adviserinfo.sec.gov |
| Beers Kight Financial Advisors, LLC | Columbia | $179.4 million | Not listed | adviserinfo.sec.gov |
| William B. Walkup & Associates, Inc. | Columbia | $178.3 million | 13 | adviserinfo.sec.gov |
| Allison Investment Management, LLC | Columbia | $170.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbia, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Davinci Financial Designs on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.