Overview
- Headquarters
- Columbia, SC
- Total Firm Assets
- $223 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: DFD 2025 ANNUAL FORM ADV FIRM BROCHURE (2025-03-31)
· View brochure text
Latest filing: DAVINCI 2026 ANNUAL FORM ADV WRAP PROGRAM BROCHURE (2026-04-29)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $15,000 | 2.25% |
| $15,001 | $50,000 | 1.60% |
| $50,001 | $250,000 | 1.35% |
| $250,001 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.10% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,222 | 1.22% |
| $5 million | $46,222 | 0.92% |
| $10 million | $81,222 | 0.81% |
| $50 million | $321,222 | 0.64% |
| $100 million | $621,222 | 0.62% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 59.38%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 1,250
- Discretionary Accounts
- 1,250
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 163362
- DAVINCI 2026 ANNUAL FORM ADV WRAP PROGRAM BROCHURE (2026-04-29) · View brochure text
- DFD 2025 ANNUAL FORM ADV FIRM BROCHURE (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗