Davinci Financial Designs is a financial advisory firm based in Columbia, South Carolina. It currently has approximately $201,029,001 of assets under management and employs about 7 people. Davinci Financial Designs uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

HMS Financial Services, LLC, established in 1998, offers personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides a range of investment advisory services, including cash flow management, college planning, retirement planning, and limited tax planning. Clients maintain control over their assets, with investment decisions made by the firm under limited power of attorney. HMS acts as a fiduciary, always prioritizing clients' best interests. The firm manages approximately $117,878,682 in assets for around 247 clients, with both discretionary and non-discretionary management options available. Investment strategies primarily focus on strategic asset allocation, utilizing no-load mutual funds, stocks, and ETFs for global diversification. Fees are based on a percentage of assets under management, with a minimum annual fee of $375. Clients receive quarterly performance reports and ongoing communication. HMS does not charge performance-based fees and does not receive compensation from fund companies or brokerages. The firm's Chief Compliance Officer reviews all employee trades quarterly to ensure compliance with the Code of Ethics. HMS maintains a Business Continuity Plan and an Information Security Program to safeguard client information. Scot J. Bytnar, the firm's owner, is the primary Investment Advisor Representative and holds various certifications, including NASD Series 7 and Series 63 licenses. No disciplinary events or arbitration claims have been filed against Mr. Bytnar or the firm.

Allison Investment Management, LLC is a Registered Investment Adviser based in Columbia, South Carolina, established in 2002. The firm offers tailored investment advisory services, financial planning consulting, and discretionary/non-discretionary investment services to individuals and high net worth clients. AIM manages wrap fee programs and has assets under management totaling $138,205,000 as of December 31, 2024. Fees for asset management range from .60% to 1.50% annually based on total household assets under management. Clients may also incur additional fees for custodial services, account maintenance, and transaction fees. AIM does not charge performance-based fees or engage in side-by-side management. The firm's investment strategies focus on asset allocation, dollar-cost averaging, technical analysis, and long-term/short-term purchases, with an emphasis on managing risks such as market, management, equity, fixed income, municipal securities, and investment companies risks. AIM does not compensate for client referrals, has no soft dollar arrangements, and does not receive compensation for referring clients to other service providers. The firm does not have physical custody of client funds and securities, and clients grant discretionary authority for investment decisions. Clients are responsible for voting on proxies for accounts custodied with National Financial Services. AIM does not provide financial information as prepayments do not exceed $1,200 six or more months in advance.