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DAVINCI FINANCIAL DESIGNS

COLUMBIA, SC · CRD 163362 · IAPD ↗ · 803-741-0134

$222.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — DAVINCI FINANCIAL DESIGNS notice-filed in CO, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — DAVINCI FINANCIAL DESIGNS notice-filed in MD, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — DAVINCI FINANCIAL DESIGNS shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.