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 formed as an LLC and registered with the SEC in 2024. The firm is owned by an individual and describes itself as a capital allocator serving both individual & family clients and institutional mandates. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and manager selection. The firm also acts as an insurance broker. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Daviman does not identify as an active ESG investor on its filings.
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
3 of 3
Brendan Crews
Portfolio ManagerCRD 5960522
Brian McConnell
Investment Adviser RepresentativeCRD 7913262
Phillip Burruel
Investment Adviser RepresentativeCRD 4531852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$215M in ETFs
41%
$87.2M
22%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.3M | 288,218 | 11.76% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
RPM Capital Partners, LLC
RIANew York, NY
Delta Financial Advisors, Inc
RIAKensington, MD
Sivik Global Healthcare, LLC
RIABonfire Financial, LLC
RIAColorado Springs, CO
Legacy Planning Advisors, LLC
RIASuwanee, GA
ST. Louis Financial Planners Asset Management, LLC
RIAChesterfield, MO