Daviman Financial, LLC
● SEC registered since 2024CRD 285030SEC# 801-130177
Reg. AUM
$233.9M
Employees
6
Accounts
579
Location
—
Daviman Financial, LLC assets under management
Daviman Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $233.9 million in regulatory assets under management and employs 6 people.
Daviman Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rone John Davis Control | Managing Member | Over 75% | 2016 |
| Rone John Davis Control | Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Daviman Financial, LLC manage?
Daviman Financial, LLC reports $233.9 million in regulatory assets under management on its Form ADV.
How many employees does Daviman Financial, LLC have?
Daviman Financial, LLC reports 6 employees.
Does Daviman Financial, LLC disclose fund performance?
Daviman Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 317-207-0175 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2104394 |
| Discloses disciplinary history | No |
Regulatory AUM
$233.9M▲ 126%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$233.9Mregulatory AUM
Discretionary $228.9MNon-discretionary $5M