Daviman Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 11, 2026, reports $234M in regulatory assets under management, 6 employees, 1 office, and 579 accounts.
Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
151
2
Pension Plans
25.8%
66
3
HNWI
15.2%
39
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of March 11, 2026
Discretionary97.9%
$229M
98% of total RAUM97.9%
Non-discretionary2.1%
$5M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$234M
Total Accounts579
10Y AUM Change+$220M (+1569.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee43:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.