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Davinci Financial Designs

Davinci Financial Designs. CRD 163362

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CRD: 163362

Davinci Financial Designs

Columbia, SC, 29206
8037410134
www.davincifinancialdesigns.com
$222.8M Total AUM
$222.8M Disc. AUM
3.5% 3Y CAGR
5 Employees
353 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท LPL Financial
Clients
Retail and Institutional
Platforms
GlacierPioneer radial +more
Established Date
05-08-2012
Office Locations
2

Office Locations

3200 Devine Street, Suite 200 Columbia SC
5301 N. Trenholm Road Suite A Columbia SC

About Davinci Financial Designs

DaVinci Financial Designs is a Columbia, SC firm providing values-based, comprehensive financial planning and investment management. Services span portfolio construction and asset allocation alongside tax and estate planning, insurance/annuities, and charitable giving. Investment implementation commonly uses ETFs, mutual funds, and index approaches with fixed income. Operates on the LPL Financial platform.

Team overview

58 AVG AGE
$44.6M AVG AUM / ADVISOR
$631.2K AVG AUM / CLIENT
8.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Catalyst meridian Frontier Vital vital Eagle meridian

Client Personas

Signal

CRM

Atlas

Custodian

Pathway signal Delta ember

Investment Themes

Vertex Vector oak Signal Fusion quantum Vector

Investment Vehicles

Capital Optima beacon

Platform

Oak Bridge harbor North

Services

Value north Frontier Radial north Radial insight Timber atlas Matrix optima Ember

Technology

Catalyst frontier Ember Fusion

Owner & Executives

JAMES STUART AGOSTINI

JAMES STUART AGOSTINI

Advisor, Chief Compliance Officer, Manager

CRD
#2596320
Ownership
75% or more
(298) 878-4321
bridge.frontier@bridgecapital.com
in linkedin.com/in/vertex-prime

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Contacts

P

PATRICK PAUL BURGESS

--

CRD
#4039255
(701) 866-3875
catalyst.matrix@northcapital.com
in linkedin.com/in/summit-value
J

JONATHAN LAWRENCE DOOTSON

--

CRD
#7208948
(893) 762-7344
meridian.atlas@signalcapital.com
in linkedin.com/in/eagle-radial
N

North value

Ember vector vector

CRD
#35004
(904) 761-2961
vital.value@signalcapital.com
in linkedin.com/in/timber-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-01-2022
03-31-2023
03-28-2024
03-31-2025
04-29-2026
Category Assets AVG. Account size
Discretionary $222,823,888 $178,259
Non-Discretionary $0 --
Total $222,823,888 $178,259

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Separately Managed Accounts

Total SMA Asset: $222,823,888

$222.8M Total SMA
Public Funds:
11.5%
Equity - Exchange:
17.9%
Cash:
20.1%
U.S. Government/Agency:
18.5%
Other:
12.1%
Corporate - Investment Grade:
19.9%
Asset class Assets Assets %
Public Funds $344,384,292 11.5%
Equity - Exchange $536,041,637 17.9%
Cash $601,923,849 20.1%
U.S. Government/Agency $554,009,513 18.5%
Other $362,352,168 12.1%
Corporate - Investment Grade $595,934,557 19.9%
Total $2,994,646,016 100.0%

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