Daviman Financial, LLC
Daviman Financial, LLC is an SEC-registered mass-market adviser with $233.9M assets under management (AUM, regulatory AUM), +53% over one year. See who owns Daviman Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285030, SEC 801-130177, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $233.9M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 256
- CRD
- 285030
- Ownership
- DAVIS, RONE, JOHN; STARK, BRADLEY, RICHARD; DAVIS, RONE, J; FRIEDMAN, MICHAEL, SAUL; FRIEDMAN, MIKE
How much AUM does Daviman Financial, LLC have?
Daviman Financial, LLC reported $233.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Daviman Financial, LLC?
Disclosed owners and executives of Daviman Financial, LLC include DAVIS, RONE, JOHN, STARK, BRADLEY, RICHARD, DAVIS, RONE, J, FRIEDMAN, MICHAEL, SAUL, FRIEDMAN, MIKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.