Davinci Financial Designs

CRD 163362 · Columbia, SC · $222.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 163362
SEC number: 801-80733
Firm type: RIA
Assets under management: $222.8M as of Apr 29, 2026
Website: www.linkedin.com/company/22301049/admin ↗
Phone: 803-741-0134
Address: 5301 N. Trenholm Road, Columbia, SC, 29206

Advisors at this firm

5 in our index · page 1 of 1

James Stuart AgostiniCRD 2596320 · Columbia, SC

IA RegisteredBroker
Patrick Paul BurgessCRD 4039255 · Columbia, SC

IA RegisteredBroker
Jonathan Lawrence DootsonCRD 7208948 · Columbia, SC

IA RegisteredBroker
Devin Andrew KileCRD 6214639 · Columbia, SC

IA RegisteredBroker
David Wallace WellsCRD 2679438 · Columbia, SC

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 163362 ↗ FINRA BrokerCheck record for firm CRD 163362 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.