Davinci Financial Designs
Davinci Financial Designs is an SEC-registered mass-market adviser in Columbia, SC with $222.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Davinci Financial Designs: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163362, SEC 801-80733, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $222.8M (2026-04-29)
- Firm type
- Mass-Market Adviser
- Location
- Columbia, SC
- Employees
- 5
- Clients
- 353
- CRD
- 163362
- Ownership
- ZOLLER, JEB, STUART; AGOSTINI & ASSOCIATES INC.; AGOSTINI, JAMES, STUART; ZOLLER & ASSOCIATES LLC
How much AUM does Davinci Financial Designs have?
Davinci Financial Designs reported $222.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Davinci Financial Designs?
Disclosed owners and executives of Davinci Financial Designs include ZOLLER, JEB, STUART, AGOSTINI & ASSOCIATES INC., AGOSTINI, JAMES, STUART, ZOLLER & ASSOCIATES LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.