Daviman Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$161,817,785
Clients
190
Advisors
4
of 6 employees
About
Daviman Financial serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, offering comprehensive financial planning, investment management, retirement plan consulting under the Daviman Institutional dba, and investment consulting. The firm manages approximately $234 million for about 190 clients and provides both discretionary and non‑discretionary portfolio services, including the use of third‑party sub‑managers and model allocation portfolios for plan participants.
The firm’s client process emphasizes an intensive fact‑finding intake and the development of goal‑oriented, written financial plans with ongoing reporting and periodic review; investment implementation can include strategic and tactical asset allocation across mutual funds, ETFs, individual securities, short‑term trading, and options. Daviman documents client objectives in investment policy statements, allows reasonable client restrictions in writing, and offers managed non‑discretionary services and semi‑annual consulting for assets not placed under full discretionary authority.
Daviman’s ADV discloses several features that distinguish it from many peers: multiple advisers are also licensed insurance agents who may sell commission insurance products, the principal operates related entities (Back 9 Trust Services and Front 9 Administration) and the firm has an agreement with CIC Services regarding captive insurance administration. The brochure also discloses a promoter/referral arrangement under which Daviman may pay third‑party promoters a percentage of the firm’s asset‑based fee, and the firm’s public materials and marketing disclosures note the use of promotional techniques (including hypothetical performance scenarios and third‑party referrals/testimonials) uncommon among supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed retainer fees up to $250,000 annually for ongoing planning services, negotiable. Financial planning fees quoted on a project basis for 12-month period.
Less than $1,000,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $7,500,000: 0.50% More than $7,500,000+: Negotiable
Insurance products sold by licensed agents generate commissions. Clients can choose to purchase from non-affiliated agents. Commissions are separate from advisory fees.
Up to $500 per hour for investment consulting, negotiable.
Retainer fees for ongoing planning services, typically billed quarterly in advance.
Fee-only: Hourly rate up to $500 per hour (negotiable). Fixed fees up to $250,000 annually (negotiable). Financial planning fees quoted on a project basis covering 12 months, billed quarterly.
Main office
Noblesville IN
Advisors at this office
4
Most active in
California · Florida · Indiana · Nevada · Pennsylvania · Texas
Also doing business as
Daviman Financial, LLC · Daviman Institutional · Launch Retirement LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rone D
CFP®, ChFC®, Series 63
Noblesville, IN
Daviman Financial, LLC
Rone Davis is a CFP® and ChFC® credentialed financial advisor with 24 years of industry experience. He is the principal at Daviman Financial, LLC in Noblesville, IN, where he has worked since 2016. His prior work includes roles at ReJoyce Wealth Management LLC and his own sole proprietorship, along with involvement in trust services and insurance brokering. Outside of his advisory work, he serves on the boards of nonprofit organizations focused on housing for people with disabilities and professional training for tax professionals. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for around 190 clients, utilizing both discretionary and non-discretionary portfolio services with a structured client process that includes written financial plans and ongoing reviews.
Brendan C
CFP®, Series 63, Series 66
Noblesville, IN
Daviman Financial, LLC
Brendan Crews is a financial advisor at Daviman Financial, LLC with 14 years of industry experience. He holds the CFP® designation and has previously worked at New York Life, Nylife Securities LLC, and Eagle Strategies. Outside of his advisory role, he is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering discretionary and non-discretionary portfolio services that incorporate a range of investment approaches including strategic and tactical asset allocation.
Brian M
Series 65
Noblesville, IN
Daviman Financial, LLC
Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.
Phillip B
Series 63, Series 65
Noblesville, IN
Daviman Financial, LLC
Phillip Burruel is an advisor at Daviman Financial, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Daviman Financial in 2026, he was involved with Retire SMART, LLC and SMART Wealth, LLC. He has also been affiliated with Central Church since 2012. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services with a client-focused process that includes written financial plans and ongoing reviews.
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