Daviman Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285030
- Registered since
- April 30, 2024
- Website
- davimanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.08%
- Pension & Profit Sharing Plans30.42%
- Individuals17.1%
- Corporations / Businesses0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Daviman Financial, LLC is an independent registered investment adviser and capital allocator that serves both individual and institutional clients. The firm, SEC-registered in 2024 and organized as a limited liability company with individual ownership, combines financial planning and discretionary portfolio management with insurance brokerage services. Its advisory menu covers planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and pension consulting. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees. Investment activity favors public funds and mutual funds as the primary building blocks for client portfolios, but Daviman Financial also operates as an allocator to external managers and uses third‑party alternatives to complement liquid holdings. The firm does not position itself as an ESG investor and maintains a compact, regionally focused footprint rather than a multi‑state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities11%
- Cash & Cash Equivalents9%
- Other4%
- State & Local Bonds1%
Owners & executives
1 of 1
Rone Davis
Principal and Chief Investment OfficerCRD 4525361
Contacts
2 of 2
Brendan Crews
Portfolio ManagerCRD 5960522
Brian McConnell
Investment Adviser RepresentativeCRD 7913262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$189M in ETFs
57%
$108M
19%
$81.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $14.8M | 193,848 | 7.84% |
Location
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Location
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Headquartered in , null.
- Office locations
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