Rone Davis is Managing Member and Chief Compliance Officer of Daviman Financial, is a control person of the firm and directly owns 75% or more of it. Rone Davis holds a Degree in Business Administration and Economics from Manchester College and a Master of Science in Financial Services from The American College.
Daviman Financial, LLC is a firm with $234M under management, 256 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Rone J. Davis is Principal and Financial Planner of Daviman Financial, based in Indianapolis, Indiana. He has served clients for over 20 years, advising individuals, businesses and retirement plans on asset management and estate, business, tax, retirement and charitable planning. After 15 years with a large advisory firm, he founded Daviman Financial, LLC.
Rone Davis’ longest registration is the current one, 9 years at Daviman Financial since 2016. Before joining Daviman Financial in 2016, Rone Davis was registered through Eagle Strategies LLC.
- Rejoyce Wealth Management LLC– · 1 yearIndianapolis, IN · Adviser representative · Firm CRD 296380
- Daviman Financial, LLCCurrent– present · 9 yearsNoblesville, IN · Adviser representative · Firm CRD 285030
- Eagle Strategies LLC– · 4 yearsMcCordsville, IN · Adviser representative · Firm CRD 110826
Professional designations
Listed by Daviman Financial
- AIF®
- AEP®
- CLU®
- ChFC®
- CAP®
- CFP®
Investment adviser representative registrations
Rone Davis is registered as an investment adviser representative in 3 states. The first approvals date from November 2016; the most recent is Nevada, in January 2025.
- IndianaSince 18 November 2016
- NevadaSince 22 January 2025
- TexasSince 21 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 July 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Rone John Davis
- CRD
- 4525361
- Firm
- Daviman Financial · CRD 285030
- Role
- Managing Member; Chief Compliance Officer
- Office
- Noblesville, IN
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- davimanfinancial.com
Where does Rone Davis work?
Rone Davis is Managing Member; Chief Compliance Officer of Daviman Financial, LLC, and is a control person of the firm.
Is Rone Davis a financial advisor?
Yes. Rone Davis has a current investment-adviser registration in Indiana, Nevada and Texas, through Daviman Financial since November 2016.
How many years of experience does Rone Davis have?
Rone Davis has 24 years in the financial industry, since September 2002, across 3 adviser firms.
What exams has Rone Davis passed?
Rone Davis has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in August 2002. FINRA credited Rone Davis with the SIE, which began in October 2018.
Where did Rone Davis work before Daviman Financial?
Before Daviman Financial, Rone Davis was registered through Eagle Strategies LLC, August 2012 to November 2016.
Where is Rone Davis based?
Rone Davis’ registered office is in Noblesville, IN.
Is Rone Davis registered with FINRA?
No. Rone Davis has no current broker registration.
Is Rone Davis a CFP?
Daviman Financial lists Rone Davis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Rone Davis’ record?
Search CRD 4525361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rone Davis’ full registration record.