DAVINCI FINANCIAL DESIGNS is a Columbia, South Carolina based financial advisory firm with nearly $246,898,164 in assets under management and provides investment advisory services for 1751 clients. There are currently 9 financial advisors at the firm.
General Information |
| Firm CRD#: | 163362 | |
| SEC#: | 801-80733 | |
| Assets under Management: | $246,898,164 | |
| No. of Clients: | 1751 | |
| No. of Advisors: | 9 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Publication of periodicals and newsletters | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CURRAN FINANCIAL PARTNERS, LLC | 281943 | 801-119322 | 3230 | 10 | $472,730,420 |
| IMPRINT WEALTH LLC | 322130 | 801-126084 | 2142 | 27 | $709,092,880 |
| FUSION CAPITAL, LLC | 154726 | 801-110473 | 1809 | 6 | $405,416,172 |
| GLOBAL VIEW INVESTMENT ADVISORS, LLC | 145499 | 801-68500 | 1733 | 8 | $480,406,858 |
| BURKETT FINANCIAL SERVICES, LLC | 140168 | 801-67535 | 1579 | 7 | $490,786,468 |
| WEALTH MANAGEMENT ADVISORS, LLC | 171260 | 801-79660 | 1380 | 10 | $465,312,217 |
| MTM INVESTMENT MANAGEMENT, LLC | 297500 | 801-113650 | 1011 | 9 | $525,134,885 |
| APOLLON FINANCIAL, LLC | 321217 | 801-125787 | 927 | 10 | $482,318,690 |
| MORRIS FINANCIAL CONCEPTS, INC. | 114862 | 801-60830 | 910 | 10 | $408,329,099 |
| VERITY INVESTMENT PARTNERS | 119630 | 801-63829 | 830 | 13 | $938,783,926 |
| STOKES CAPITAL ADVISORS, LLC | 281278 | 801-106810 | 755 | 2 | $469,591,642 |
| DIVIDEND ASSETS CAPITAL, LLC | 129973 | 801-62643 | 745 | 9 | $566,240,855 |
| THE CAVANAUGH GROUP INC | 105931 | 801-50257 | 120 | 2 | $437,332,982 |
| LIBERTY HALL CAPITAL PARTNERS, L.P. | 173159 | 801-106786 | 6 | 11 | $914,871,466 |
| GLOBAL FRONTIER INVESTMENTS, LLC | 160105 | 801-119118 | 4 | 2 | $403,354,396 |