# Daviman Financial, LLC

> Daviman Financial, LLC is an SEC-registered investment advisory firm in Fishers, IN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 285030
- Filed as: DAVIMAN FINANCIAL, LLC
- Also doing business as: DAVIMAN INSTITUTIONAL, LAUNCH RETIREMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285030
- AdvisorCensus page: https://advisorcensus.com/firm/daviman-financial-llc-fishers-in-285030

## Quick answers

**How is Daviman Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Daviman Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Daviman Financial, LLC located?**
Daviman Financial, LLC's principal office is in Fishers, IN, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Daviman Financial, LLC registered with the SEC or a state?**
Daviman Financial, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285030.

**How much does Daviman Financial, LLC manage?**
Daviman Financial, LLC reports $233,930,979 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (98% discretionary).

**How have Daviman Financial, LLC's assets and staff changed since 2024?**
In the Form ADV data for Daviman Financial, LLC: Regulatory assets under management: $103,572,836 in the October 2024 data and $233,930,979 in the October 2026 data, up 126%. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Daviman Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (151); pension and profit sharing plans (but not the plan participants or government pension plans) (66); high net worth individuals (39).

**Which custodians does Daviman Financial, LLC use?**
Daviman Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Daviman Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285030

**Does Daviman Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 1, 2026 says: "Daviman does not require an account minimum for investment management services or a minimum account quarterly fee."

**What changed in Daviman Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Daviman Institutional. Regulatory assets under management went from $152,803,900 to $233,930,979 (+53%). Registered or notice-filed in CA, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Account minimum: None

> Daviman does not require an account minimum for investment management services or a minimum account quarterly fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $233,930,979
- Discretionary: $228,940,527
- Non-discretionary: $4,990,452

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 151 | $39,993,923 |
| High net worth individuals | 39 | $121,823,862 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 66 | $71,152,169 |
| Corporations or other businesses not listed above | Fewer than 5 | $961,025 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, NV, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Henderson, NV

### Websites listed on Form ADV (Item 1.I)
- davimanfinancial.com
- davimaninstitutional.com
- launchretirement.com
- wealthcaddie.com
- LinkedIn @daviman-financial-llc
- X @DavimanL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $103,572,836 | 3 | August 20, 2024 |
| October 2025 | $152,803,900 | 5 | March 24, 2025 |
| October 2026 | $233,930,979 | 6 | July 1, 2026 |

Regulatory assets under management: $103,572,836 in the October 2024 data and $233,930,979 in the October 2026 data, up 126%.
Total employees: 3 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Daviman Institutional.
- Regulatory assets under management went from $152,803,900 to $233,930,979 (+53%).
- Registered or notice-filed in CA, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daviman Financial, LLC (CRD 285030): Form ADV filing data as of October 2026.