← Tributary

DAVIMAN FINANCIAL, LLC

· CRD 285030 · IAPD ↗ · 317-207-0175

$233.9MRegulatory AUM
3Advisory reps
6Employees
42Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — DAVIMAN FINANCIAL, LLC notice-filed in CA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — DAVIMAN FINANCIAL, LLC reported RAUM up 53% ($152.8M -> $233.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — DAVIMAN FINANCIAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — DAVIMAN FINANCIAL, LLC reported RAUM up 48% ($103.6M -> $152.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2025 — DAVIMAN FINANCIAL, LLC notice-filed in NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — DAVIMAN FINANCIAL, LLC (location n/a) is newly SEC-registered with $103.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.