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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalPeak eagle +more
- Established Date
- 11-18-2016
- Office Locations
- 2
Office Locations
About Daviman Financial, LLC
Daviman Financial is a fee-based, fiduciary wealth management and planning firm serving individuals and families, including business owners and entrepreneurs. The team emphasizes education, transparency, and evidence-based investing with low-cost, broadly diversified portfolios, alongside retirement, tax, insurance, and major life-event planning. Advisors hold credentials including CFP, ChFC, CLU, AIF, and MSFS, and custody assets at Schwab.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
RONE JOHN DAVIS
Investment Advisor, Managing Member
- CRD
- #4525361
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRENDAN MICHAEL CREWS
Portfolio Manager
- CRD
- #5960522
Brian Douglas McConnell
--
- CRD
- #7913262
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,940,527 | $403,775 |
| Non-Discretionary | $4,990,452 | $415,871 |
| Total | $233,930,979 | $404,026 |
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Separately Managed Accounts
Total SMA Asset: $233,930,979
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $108,233,901 | 20.3% |
| Equity - Exchange | $91,705,571 | 17.2% |
| Cash | $77,309,929 | 14.5% |
| Other | $134,359,326 | 25.2% |
| Municipal Bonds | $121,563,200 | 22.8% |
| Total | $533,171,927 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION VALUE MATRIX | ATLAS WAVE | 910BMLHRP | GZR | 6.14% | $50,506,180 |
| MOMENTUM HARBOR ZENITH | INSIGHT QUANTUM | VEXKJHMP8 | MIN | 7.72% | $103,678,874 |
| LEGACY WAVE | UNISON SUMMIT | 2R50ONWVF | YZKV | 10.03% | $10,313,458 |
| HORIZON VECTOR | OAK OPTIMA | 68576J9K2 | IHNU | 0.99% | $7,344,000 |
| MERIDIAN HARBOR | ATLAS BRIDGE | LBW4GY0W3 | YJAZ | 10.28% | $58,075,955 |
| FOUNDATION CAPITAL SIGNAL | DELTA VALUE | PW0740KC2 | MGTS | 1.52% | $40,893,367 |
| CREST RADIAL | FOUNDATION ZENITH | 2N9MD7N4T | EMT | 3.59% | $94,234,021 |
| VECTOR CATALYST | ALPHA WAVE | PXAHSU10N | GSFW | 9.62% | $79,639,302 |