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Daviman Financial, LLC (Indianapolis)


Daviman Financial, LLC is an adviser based in Indianapolis. It manages $14.01 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida and Indiana.




Daviman Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Daviman Financial: assets under management

The assets under management (AUM) of Daviman Financial, LLC is $14.01 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14 million in discretionary accounts and $14 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $875 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Daviman Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Daviman Financial, LLC performs its advisory services is located at 5975 Castle Creek Parkway., Indianapolis, IN 46250 The mailing address of the firm is 11650 Olio Road, Fishers, IN 46037. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-417-6904. The normal business hours are 8:00 - 5:00 on Monday - Friday.


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