# DAVINCI FINANCIAL DESIGNS LLC

DAVINCI FINANCIAL DESIGNS LLC of COLUMBIA, SC is an SEC-registered investment adviser.

## Registration

- CRD: 163362
- Type: SEC-registered investment adviser
- SEC file number: 801-80733
- Location: 5301 N. TRENHOLM ROAD, SUITE A, COLUMBIA, SC, 29206
- Phone: 803-741-0134
- Latest filing: 2026-04-29
- Regulatory AUM: $222.8M
- Discretionary AUM: $222.8M
- Clients: 5
- Accounts: 1,250

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| James Stuart Agostini | MANAGER AND CHIEF COMPLIANCE OFFICER; OWNER | — |
| AGOSTINI JAMES STUART | MANAGER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER | — |
| ZOLLER JEB STUART | EXECUTIVE OFFICER; MANAGING MEMBER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163362/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163362/similar
- Related entities: https://search.stillhousedata.com/firm/163362/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163362

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.