Davinci Financial Designs Llc
- Regulatory AUM
- $223M
- Discretionary
- $223M
- Clients
- 353
- Avg AUM / client
- $631K
- Accounts
- 1,250
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 306 | $87.2M | 39.2% |
| High net worth individuals | 44 | $132M | 59.4% |
| Charitable organizations | 1 | $3.2M | 1.44% |
| Corporations and other businesses | 2 | $61.1K | 0.03% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Stuart Agostini | Manager And Chief Compliance Officer | CFP Chartered Financial Consultant | Jan 2003 (24y) | 75% or more |
| Patrick Paul Burgess | Registered representative | CFP | Jan 2013 (14y) | |
| David Wallace Wells | Registered representative | May 2022 (4y) | ||
| Jonathan Lawrence Dootson | Registered representative | Apr 2024 (2y) | ||
| Devin Andrew Kile | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- LPL Financial $220M (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗