Rone John Davis
Financial advisor at Daviman Financial, LLC · Noblesville, IN
Last updated 2026-10-10
Claim your profileRone John Davis is a financial advisor at Daviman Financial, LLC in Noblesville, IN, CRD 4525361. Licenses and exams on the registration: Series 63. First registered 2012-08-01.
Registration
- CRD number
- 4525361
- Registration status
- Active
- First registered
- 2012-08-01
- Years of experience
- 28
- States registered
- IN, NV, TX
Licenses and exams
- Series 63
Designations
- Certified Financial Planner
- Chartered Financial Consultant
Work history
- 2012-02 to Present · Rone J. Davis Sole Proprietor Dba Innovative Insurance, LLC · Mccordsville, IN
- 2016-11 to Present · Daviman Financial, LLC · Mccordsville, IN
- 2019-08 to 2020-09 · Rejoyce Wealth Management LLC · Carmel, IN
- 2018-07 to Present · Back 9 Trust Services, LLC · Indianapolis, IN
- 2019-01 to Present · Rone J. Davis, Sole Proprietor · Indianapolis, IN
- 2017-09 to 2019-08 · Friedman Davis Holdings · Indianapolis, IN
- 2017-03 to 2019-08 · Daviman Holdings, LLC · Indianapolis, IN
- 1998-05 to Present · Semi-Professional Billiard Player & Referee · Mccordsville, IN
Current employment
- Daviman Financial, LLC · Noblesville, IN
Daviman Financial, LLC
- Regulatory AUM
- $233,930,979
- Registered advisors
- 4
- Offices
- 2
- Average AUM per client
- $913.8K (Low)
- High-net-worth client ratio
- 15.2% (Moderate)
Daviman Financial, LLC: advisors, services and reported ETF investments
Reported ETF positions
Daviman Financial reports 68 ETF positions worth $167.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $25.3M |
| CORO — iShares International Country Rotation Active ETF | $10.8M |
| IVW — iShares S&P 500 Growth ETF | $10.7M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M |
| SCHZ — Schwab US Aggregate Bond ETF | $9.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Daviman Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $10.8M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $3.1M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Daviman Financial, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
Noblesville, IN
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 317-207-0175
- Website: davimanfinancial.com
Official record
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