Daviman Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Daviman Financial reports 256 clients. They include 151 individual clients, 66 pension and profit-sharing plans, and 39 high-net-worth individuals. Of its assets, 97.9% ($229M across 567 accounts) are managed with discretion; $4.99M across 12 accounts are not. It advised 42 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 17% |
| High-net-worth individuals | 15% | 52% |
| Pension and profit-sharing plans | 26% | 30% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 151 | $40M | 17.1% | $265K |
| High-net-worth individuals | 39 | $122M | 52.1% | $3.12M |
| Pension and profit-sharing plans | 66 | $71.2M | 30.4% | $1.08M |
| Corporations and other businesses | Fewer than 5 | $961K | 0.4% | — |
| Total | 256 | $234M | 100% | — |
- Clients
- 151
- Regulatory AUM
- $40M
- AUM share
- 17.1%
- Avg. per client
- $265K
- Clients
- 39
- Regulatory AUM
- $122M
- AUM share
- 52.1%
- Avg. per client
- $3.12M
- Clients
- 66
- Regulatory AUM
- $71.2M
- AUM share
- 30.4%
- Avg. per client
- $1.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $961K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 256
- Regulatory AUM
- $234M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 42
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Daviman Financial is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is quoted per project, with ongoing planning on a retainer; the hourly rate is up to $500 and may be negotiable.
- Investment Consulting
- Consulting is charged up to 1.50% of portfolio value, or at an hourly fee of $500.
- Retirement Plan Consulting
- An annual fee of up to 1.50% of plan assets, or a flat fee of $500 to $15,000 a year that rises by a set percentage each anniversary.
Rone Davis owns 75% or more of Daviman Financial. The leadership team of Daviman Financial includes Chief Compliance Officer Rone Davis. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- 2 soliciting firms
- Owns 75% or more of Daviman Financial, LLC
Rone Davis
Control person · since October 2016
Daviman Financial’s regulatory assets grew 2.3× from $104M (July 2024) to $234M (July 2026); clients rose from 206 to 256 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $234M | 256 | 6 | 2 |
| Mar 2025March 2025 | $153M | 235 | 5 | 2 |
| Jul 2024July 2024 | $104M | 206 | 3 | 1 |
Besides its headquarters, Daviman Financial has 1 office, with 2 listed addresses in 1 state.
Nevada · 1 listed address
- 2831 St. Rose Pkwy, Henderson
Choose a state to see its listed addresses.
Other business names
Daviman Financial has reported 2 other business names to the SEC.
- Daviman Institutional
- Launch Retirement LLC
Contact and registration details
- Legal name
- Daviman Financial, LLC
- Headquarters
- Not reported
- Website
- davimanfinancial.com
- Phone
- 317-207-0175
- @daviman-financial-llc
- SEC file
- 801-130177
- Structure
- Delaware LLC
- Fiscal year end
- December
Daviman Financial’s named custodian for separately managed accounts is Charles Schwab ($212M). Daviman Financial has custody of $47.5M for 84 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $212M100%
At year end, Daviman Financial’s separately managed accounts were mostly in funds (75%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $181M across 92 positions; the largest are SPDR Series Trust (14.0%), Blackrock ETF Trust (6.0%) and iShares TR (5.9%).
What the accounts hold
- Stocks11%
- Funds75%
- Bonds1%
- Cash9%
- Other4%
- Variable annuities4%
How many clients does Daviman Financial have?
Daviman Financial has 256 clients and manages $234 million for them, as of July 2026. They include 151 individual clients, 66 pension and profit-sharing plans, and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Daviman Financial offer?
Daviman Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Daviman Financial use?
Daviman Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $212M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Daviman Financial have?
Daviman Financial has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Daviman Financial invest in?
At the end of its last fiscal year, Daviman Financial’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 9% cash and equivalents, 4% other and 1% state and local bonds. The 4% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Daviman Financial?
Daviman Financial’s direct owner is Rone Davis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Daviman Financial get paid?
Daviman Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Daviman Financial?
Its phone number is 317-207-0175. Its website is davimanfinancial.com.
