A complete list of active advisors currently associated with Daviman Financial, LLC
Warmer can help you find a great advisor at Daviman Financial, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Daviman Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Noblesville, IN
| 14
| |
Noblesville, IN
| 23
| |
Noblesville, IN
| 1
|
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