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Daviman Financial, LLC

● SEC registered since 2024CRD 285030SEC# 801-130177
Export (members)
Reg. AUM
$152.8M
Employees
5
Accounts
581
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 $152.8 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/daviman-financial-llcView on SEC.gov ↗

Daviman Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Rone John Davis ControlChief Compliance OfficerOver 75%2017
Rone John Davis ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Daviman Financial, LLC manage?

Daviman Financial, LLC reports $152.8 million in regulatory assets under management on its Form ADV.

How many employees does Daviman Financial, LLC have?

Daviman Financial, LLC reports 5 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

Phone317-207-0175
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK2104394
Discloses disciplinary historyNo

Assets under management

Discretionary$150.1M
Non-discretionary$2.7M
Total (RAUM)$152.8M