DaVinci Financial Designs provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters. Financial planning was provided to 251–500 clients last fiscal year.
DaVinci Financial Designs reports 353 clients. They include 306 individual clients, 44 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($223M across 1,250 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $220M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 39% |
| High-net-worth individuals | 12% | 59% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 306 | $87.2M | 39.2% | $285K |
| High-net-worth individuals | 44 | $132M | 59.4% | $3.01M |
| Charitable organizations | Fewer than 5 | $3.21M | 1.4% | $3.21M |
| Corporations and other businesses | Fewer than 5 | $61.1K | 0.0% | $30.5K |
| Total | 353 | $223M | 100% | — |
- Clients
- 306
- Regulatory AUM
- $87.2M
- AUM share
- 39.2%
- Avg. per client
- $285K
- Clients
- 44
- Regulatory AUM
- $132M
- AUM share
- 59.4%
- Avg. per client
- $3.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.21M
- AUM share
- 1.4%
- Avg. per client
- $3.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $61.1K
- AUM share
- 0.0%
- Avg. per client
- $30.5K
Total
- Clients
- 353
- Regulatory AUM
- $223M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
DaVinci Financial Designs is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- A La Carte Services
- Flat fees generally from $1,500 to $20,000 for limited-scope engagements, or an hourly rate up to $300.00 per hour.
- Generational Design Services
- Flat fee for immediate family members of clients, with a minimum of $1,200 per year, paid in prorated monthly installments.
- Life Design Planning
- Flat annual fee of $1,500 to $20,000, paid monthly or quarterly in advance and never more than six months ahead; or an hourly rate up to $300.00 per hour.
James Agostini owns 75% or more of DaVinci Financial Designs. The leadership team of DaVinci Financial Designs includes Chief Compliance Officer James Agostini. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Davinci Financial Designs LLC
James Agostini
Control person · since May 2012
DaVinci Financial Designs’ regulatory assets went from $221M (April 2021) to $223M (April 2026); clients fell from 1,770 to 353 and employees from 9 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $223M | 353 | 5 | 1 |
| Mar 2025March 2025 | $198M | 686 | 5 | 1 |
| Mar 2024March 2024 | $247M | 906 | 9 | 2 |
| Mar 2023March 2023 | $201M | 752 | 7 | 2 |
| Mar 2022March 2022 | $258M | 874 | 8 | 2 |
| Apr 2021April 2021 | $221M | 1,770 | 9 | 2 |
Besides its headquarters, DaVinci Financial Designs has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 5301 N. Trenholm Road, Suite A, ColumbiaHQ
Contact and registration details
- Legal name
- Davinci Financial Designs LLC
- Headquarters
- 5301 N. Trenholm Road, Suite A, Columbia, SC 29206
- Website
- davincifinancialdesigns.com
- Phone
- 803-741-0134
- @22301049
- SEC file
- 801-80733
- Structure
- South Carolina LLC
- Fiscal year end
- December
DaVinci Financial Designs’ named custodian for separately managed accounts is LPL Financial ($220M). DaVinci Financial Designs does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $220M100%
At year end, DaVinci Financial Designs’ separately managed accounts were mostly in funds (55%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds55%
- Bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash3%
- Other2%
- Structured products2%
How many clients does DaVinci Financial Designs have?
DaVinci Financial Designs has 353 clients and manages $223 million for them, as of April 2026. They include 306 individual clients, 44 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does DaVinci Financial Designs offer?
DaVinci Financial Designs provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does DaVinci Financial Designs use?
DaVinci Financial Designs’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $220M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does DaVinci Financial Designs have?
DaVinci Financial Designs has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DaVinci Financial Designs invest in?
At the end of its last fiscal year, DaVinci Financial Designs’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 2% other and 1% investment grade corporate bonds. The 2% other category is described as: Structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DaVinci Financial Designs?
DaVinci Financial Designs’ direct owner is James Agostini (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does DaVinci Financial Designs get paid?
DaVinci Financial Designs is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact DaVinci Financial Designs?
DaVinci Financial Designs’ main office is at 5301 N. Trenholm Road, Suite A, Columbia, SC 29206. Its phone number is 803-741-0134. Its website is davincifinancialdesigns.com.
