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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Daviman Financial LLC
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| CRD # | 285030 |
| SEC # | 801-130177 |
| CIK # | |
| AUM | $152.8 M (2025-03-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 317-207-0175 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 27.5 |
| (b) Individuals (high net worth individuals) | 35 | 74.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 60 | 49.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 152.8 |
| By Discretionary | ||
| Discretionary | 569 | 150.1 |
| Non-Discretionary | 12 | 2.7 |
| Total | 581 | 152.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.8 | |
| Total | 581 | 152.8 |
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|---|---|---|
|
Lakeshore Capital Group Inc
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|
IL | 0.2 |
|
One Wealth Management Investment and Advisory Services LLC
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IL | 0.2 |
|
R F Lafferty & Co Inc
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|
Wealth Advisors LLC
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OH | 0.2 |
|
CornerStone Investment Advisors LLC
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|
CO | 0.2 |
|
OT Financial LLC
✚
|
OH | 0.2 |
|
Investor Advisory Group LLC
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|
NC | 0.2 |
|
Capstone Investment Group LLC
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|
WA | 0.2 |
|
Whalen Capital Inc
✚
|
WI | 0.2 |