Daviman Financial, LLC

Updated today

Find your advisor

Client assets under management

$161,817,785

Clients

190

21% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$851,673

About

Daviman Financial, LLC is a small adviser with three advisors overseeing roughly $234 million in client assets and serving about 190 clients, primarily individuals (including high‑net‑worth) as well as retirement plans, trusts, and other entities. The firm offers comprehensive financial planning, discretionary and non‑discretionary investment management (including use of third‑party sub‑managers), and retirement plan consulting delivered under the dba Daviman Institutional.

The firm emphasizes a tailored, fact‑finding approach to planning and allocates assets across strategic and tactical models using mutual funds, ETFs, individual securities and options, and may recommend third‑party managers for specialized sleeves. For employer plans it provides plan‑level services such as platform selection, fee benchmarking, participant education and model allocation tools (including 3(38) manager arrangements and participant allocation questionnaires).

Daviman’s brochure discloses a number of practices that are less common among peers: its advertising includes hypothetical performance figures and uses endorsements and testimonials, and it maintains promoter arrangements that can pay referral fees (disclosed as up to 100% of the asset‑based fee in promoter materials). Several advisers are also licensed insurance agents and the principal operates related entities (Back 9 Trust Services, Front 9 Administration) and has an agreement with CIC Services for captive insurance referrals, each of which the firm discloses as potential sources of additional compensation.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Long-term care insurance Business exit / sale strategy

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed retainer fees up to $250,000 annually for ongoing planning services; retirement plan consulting flat fees range from $500 to $15,000 annually.

Percentage

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

Commissions

Insurance products sold by adviser representatives who are licensed insurance agents earn commissions separate from advisory fees.

Project-based

Up to $500 per hour for financial planning and investment consulting services.

Subscriptions

Retainer fee for ongoing planning services typically billed quarterly in advance.

Other

Fee-only: Financial planning fees quoted on a project basis for 12 months; hourly fees up to $500 per hour; fixed retainer fees up to $250,000 annually; investment consulting fees up to 1.50% of portfolio value or $500 hourly.

Main office location

Daviman Financial, LLC

Noblesville IN, United States

Number of offices

Most active in

California · Florida · Indiana · Nevada · Pennsylvania · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 317-207-0175

Advisors at this firm

Rone D

CFP®, ChFC®, Series 63

Noblesville, IN

Daviman Financial, LLC

Rone Davis is a CFP® and ChFC® with 23 years of industry experience, currently serving as an advisor at Daviman Financial, LLC. His work history includes roles at ReJoyce Wealth Management, Friedman Davis Holdings, and NY Life Securities. Outside of financial advising, Davis is a board member of the Riley Children’s Hospital Foundation and Village of Merici, a nonprofit providing housing for people with disabilities, and also serves on the board of Main Street Professionals, LLC, which offers professional training for tax professionals. He has been a semi-professional billiard player and referee since 1998. Daviman Financial, LLC is a boutique advisory firm with three advisors managing approximately $234 million in client assets. The firm serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities, offering comprehensive financial planning and investment management with a tailored, fact-finding approach.

Options & derivatives strategies Long-term care insurance Business exit / sale strategy Founder/Business Owner Retired

Brendan C

CFP®, Series 63, Series 66

Noblesville, IN

Daviman Financial, LLC

Brendan Crews is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Daviman Financial, LLC since 2017. His prior experience includes roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. In addition to his advisory work, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Daviman Financial, LLC is a small firm with three advisors managing approximately $234 million in client assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, serving individuals, high-net-worth clients, retirement plans, trusts, and other entities through a tailored, fact-finding approach and a range of investment strategies.

Options & derivatives strategies Long-term care insurance Business exit / sale strategy Founder/Business Owner Retired

Brian M

Series 65

Noblesville, IN

Daviman Financial, LLC

Brian Mc Connell is a Series 65-licensed advisor with Daviman Financial, LLC, based in Noblesville, Indiana, and has one year of industry experience. His prior roles include positions at Retire SMART, LLC and SMART Wealth, LLC, as well as ownership of Priority 1 Electrical LLC, an electrical contracting company. Outside of financial advising, he is also a co-owner of Zone Insights LLC, a software company. Daviman Financial, LLC is a small advisory firm with three advisors managing approximately $234 million in assets for around 190 clients, including individuals, high-net-worth clients, retirement plans, and trusts. The firm provides comprehensive financial planning and investment management using a tailored, fact-finding approach and employs a range of investment vehicles and third-party sub-managers to meet client needs.

Options & derivatives strategies Long-term care insurance Business exit / sale strategy Founder/Business Owner Retired

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support