Davinci Financial Designs LLC is a large advisory firm based in Columbia. It manages $294.09 million of regulatory assets for 2,879 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Colorado, District of Columbia, and 17 other states.
Davinci Financial Designs provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for approximately 520 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Davinci Financial Designs LLC is $294.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1861% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Davinci Financial Designs LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Davinci Financial Designs is individuals with 461 clients and $207.03 million of assets under management. Among the 8 most similar advisory firms, Davinci Financial Designs has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $294.09 million for 510 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Davinci Financial Designs doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Davinci Financial Designs LLC performs its advisory services is located at 5301 N. Trenholm Road, Columbia, SC 29206, which is also the mailing address of the firm. An additional office of the firm is in Newport News, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 803-741-0134 or by fax 803-741-0273. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at davincifinancialdesigns.com.