DAVINCI FINANCIAL DESIGNS LLC
A68
CRD 163362·SEC 801-80733·COLUMBIA, SC
AUM
$222.8M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$668K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $294.1M
'21 · $187.7M
'22 · $221.4M
'23 · $257.7M
'25 · $198.3M
'26 · $222.8M
'20'26
$294.1M → $222.8M▼ -24%
Client mix
| Individuals Other | 306 |
| Individuals High Net Worth | 44 |
| Corporations | 2 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 16 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 8 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
16 advisors → 5 advisors▼ -69%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationColumbia, SC
NationsBank of South Carolina, National AssociationColumbia, SC
Soi Zip Distribution
Stub 1
| AGI | 23,628 |
| Returns | 1,900 |
Stub 2
| AGI | 69,294 |
| Returns | 1,850 |
Stub 3
| AGI | 88,087 |
| Returns | 1,430 |