Davenport & Company Llc
SEC-registered
Insurance-Affiliated · Large ($10B–$100B)
CRD 1588
· SEC file 801-13057
· Richmond, VA
· WWW.INVESTDAVENPORT.COM
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ADV data as of Jul 27, 2026
- Regulatory AUM
- $24.7B
- Discretionary
- $23.9B
- Clients
- 17,724
- Avg AUM / client
- $1.4M
- Accounts
- 24,315
- Employees
- 525
AUM over time
$4.6B
$24.7B
Nov 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11,188 | $3.8B | 15.5% |
| High net worth individuals | 5,667 | $14.1B | 56.9% |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 1 | $4.1B | 16.6% |
| Pooled investment vehicles (non-investment companies) | 3 | $680M | 2.75% |
| Pension and profit sharing plans | 114 | $322M | 1.31% |
| Charitable organizations | 595 | $1.3B | 5.12% |
| State or municipal government entities | 4 | $69.4M | 0.28% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 3 | $26.8M | 0.11% |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 98 | $223M | 0.9% |
| Other | 51 | $123M | 0.5% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $658M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ewf Partners Llc | Hedge Fund | Virginia | $300M | 68 |
| Son Of Ewf | Hedge Fund | Virginia | $201M | 47 |
| Ewf Partners Ii Llc | Hedge Fund | Virginia | $157M | 70 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (343)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Trigg Brown | Evp, Director | Dec 1990 (36y) | Less than 5% | |
| Robert Francis Mizell | Evp, Director | CFA | Dec 1990 (36y) | Less than 5% |
| Henry Lee Valentine | Svp, Director | Dec 1992 (34y) | Less than 5% | |
| Michael Sunderland Beall | Executive Vp, Director | CFA | Jan 1996 (31y) | Less than 5% |
| Richmond, Ann Minornuckols | Svp, Managing Director, Treasurer, And Principal Operations Officer | Jan 1996 (31y) | Less than 5% | |
| Eugene Massie Valentine | Managing Director | Jan 1997 (30y) | Less than 5% | |
| Lucy Williams Hooper | Executive Vp, Director | Jan 1997 (30y) | Less than 5% | |
| Aric Norman Wagner | Managing Director | Jan 1997 (30y) | Less than 5% | |
| Bradley Lawrence Watson | Svp Director | Jan 1997 (30y) | Less than 5% | |
| Coleman Wortham | Chairman, Director | Jan 1997 (30y) | Less than 5% | |
| Harry Wayne Hamilton | Managing Director | Jan 1997 (30y) | Less than 5% | |
| Irving Lee Chapman | President, Ceo, Director | CFA | Jan 1997 (30y) | Less than 5% |
| James Edward Crawley | Managing Director | Jan 1997 (30y) | Less than 5% | |
| John Paul Ackerly | Svp, Director | CFA | Jan 1997 (30y) | Less than 5% |
| Kenneth Stuart Gregory | Svp, Managing Director | Jan 1997 (30y) | Less than 5% | |
| Richard Edward Dolan | Managing Director | Jan 1997 (30y) | Less than 5% | |
| William Randolph Barksdale | Managing Director | Sep 1997 (29y) | Less than 5% | |
| Kevin George Boll | Svp, Director | Jun 1999 (27y) | Less than 5% | |
| Courtney Edward Rogers | Svp, Director | Jan 2000 (27y) | Less than 5% | |
| Harrison Moncure Geho | Managing Director | Aug 2000 (26y) | Less than 5% | |
| Hylah Boyd Ballowe | Managing Director | Aug 2000 (26y) | Less than 5% | |
| David Charles Anderson | Director | CFP | Jan 2001 (26y) | Less than 5% |
| Maureen Ann Gallihugh | Managing Director | Feb 2001 (25y) | Less than 5% | |
| Rose, David Peter | Svp, Director | Mar 2001 (25y) | Less than 5% | |
| George Levin Smith | Svp, Director | CFA | Jul 2001 (25y) | Less than 5% |
| Thomas Winston Price | Managing Director | CFP | Aug 2001 (25y) | Less than 5% |
| Tammy Rene Severt | Svp, Director | Oct 2001 (25y) | Less than 5% | |
| Timothy Stewart Taylor | Managing Director | Apr 2002 (24y) | Less than 5% | |
| Sean James Allburn | Managing Director | Nov 2002 (24y) | Less than 5% | |
| Joseph Anthony Lombard | Director | Feb 2004 (22y) | Less than 5% | |
| Joel Mason Ray | Svp Director | CFA | Nov 2004 (22y) | Less than 5% |
| Geoffrey Adam Sulanke | Managing Director | CFA | Jan 2005 (22y) | Less than 5% |
| John Anthony Piscitelli | Director | Feb 2005 (21y) | Less than 5% | |
| Kane, Michael Joseph David | Managing Director | Mar 2006 (20y) | Less than 5% | |
| Armistead C Young | Director | May 2006 (20y) | Less than 5% | |
| James Edward Sanderson | Svp, Director | Nov 2006 (20y) | Less than 5% | |
| Jonathan Aubrey Stratton | Chief Compliance Officer Bd | Nov 2006 (20y) | Less than 5% | |
| William Robertson Beverley Hershey | Svp, Director, Cfo, Finop And Principal Financial Officer | Nov 2006 (20y) | Less than 5% | |
| Grayson Bishop Prillaman | Managing Director | Feb 2007 (19y) | Less than 5% | |
| Richard Gaillard Owen | Director | CFP | Sep 2007 (19y) | Less than 5% |
| Christopher Glenn Pearson | Director | CFA | Oct 2007 (19y) | Less than 5% |
| Robert A Gragnani Jr | Director | Dec 2007 (19y) | Less than 5% | |
| Edin Nmn Terzimehic | Vp, Rosfp | Sep 2008 (18y) | Less than 5% | |
| John Robert Gansman | Managing Director | Feb 2009 (17y) | Less than 5% | |
| Virginia Wortham Kehlenbeck | Director | CFP | May 2009 (17y) | Less than 5% |
| Thomas Ramey Mcdonald | Director | Jun 2009 (17y) | Less than 5% | |
| Paucke, Joseph Walter | Svp, Director | Mar 2010 (16y) | Less than 5% | |
| Cole, Edward Fiscus Iii | Svp, Director | Mar 2011 (15y) | Less than 5% | |
| Nathaniel H Rullman | Director | Jul 2011 (15y) | Less than 5% | |
| Kyle A Laux | Svp, Director | Jul 2012 (14y) | Less than 5% | |
| Ten Eyck Thompson Wellford Jr | Director | Jul 2012 (14y) | Less than 5% | |
| David Goater Dunwody | Director | Oct 2012 (14y) | Less than 5% | |
| Holly Ray Crockett | Svp, Director | Apr 2015 (11y) | Less than 5% | |
| Leavenworth Mcgill Ferrell | Director | Sep 2015 (11y) | Less than 5% | |
| Shane M Cason | Director | CFP | Mar 2017 (9y) | Less than 5% |
| Brigulio, Jr., Brian Mitchell | Svp, Director | Mar 2019 (7y) | Less than 5% | |
| Mason, Joseph D | Svp, Director | Mar 2019 (7y) | Less than 5% | |
| Jon Taylor Mcelhaney | Director | CFA | Apr 2019 (7y) | Less than 5% |
| Jeffrey Floyd Omohundro | Director | CFA | Mar 2020 (6y) | Less than 5% |
| Kooch, Roland Marion Jr | Director | Mar 2020 (6y) | Less than 5% | |
| Trice, Franklin Alexander | Director | Mar 2020 (6y) | Less than 5% | |
| William Isaac Davis | Director | Oct 2020 (6y) | Less than 5% | |
| Frederick Gordon Fram | Chief Administrative Officer, Director, Aml Compliance Officer | CFP Chartered Financial Consultant | Mar 2021 (5y) | Less than 5% |
| Alison Sanders Crowder | Chief Compliance Officer Ia, Vp | Jun 2022 (4y) | Less than 5% | |
| Willis Keith Hudgins | Registered representative | Jan 1997 (30y) | ||
| Brett Voncannon Watson | Registered representative | Jan 1997 (30y) | ||
| George Wade Askew | Registered representative | Jan 1997 (30y) | ||
| John Avis Black | Registered representative | Jan 1997 (30y) | ||
| John Michael Landry | Registered representative | Jan 1997 (30y) | ||
| Mario Joseph Papa | Registered representative | CFP | Jan 1997 (30y) | |
| Mark Varner | Registered representative | Jan 1997 (30y) | ||
| Mary Frances Davis | Registered representative | CFP | Jan 1997 (30y) | |
| Ralph Augustus Rush | Registered representative | Jan 1997 (30y) | ||
| Robert Benton Giles | Registered representative | Jan 1997 (30y) | ||
| Robert Henry Forsyth | Registered representative | Jan 1997 (30y) | ||
| Avrom Posner | Registered representative | Jan 1997 (30y) | ||
| David Alexander Heppner | Registered representative | Jan 1997 (30y) | ||
| Fred Eugene Banister | Registered representative | Jan 1997 (30y) | ||
| James Franklin Lipscomb | Registered representative | Jan 1997 (30y) | ||
| James Patrick Rennie | Registered representative | Jan 1997 (30y) | ||
| James Read Branch | Registered representative | Jan 1997 (30y) | ||
| John Darrick Atchison | Registered representative | Jan 1997 (30y) | ||
| Regis Leo Keddie | Registered representative | Jan 1997 (30y) | ||
| Robert Edward Brailsford | Registered representative | CFP | Jan 1997 (30y) | |
| Robin Renee Kahl | Registered representative | Jan 1997 (30y) | ||
| William Randolph Boyd | Registered representative | Jan 1997 (30y) | ||
| Charles Lunsford Johnson | Registered representative | Feb 1997 (29y) | ||
| Samuel Bragg Waddell | Registered representative | Apr 1998 (28y) | ||
| James Rutherford Moore | Registered representative | May 1998 (28y) | ||
| Darla Dale Aycock | Registered representative | Aug 1998 (28y) | ||
| Kimberley Lynne Mcmillan | Registered representative | CFP | Jan 1999 (28y) | |
| Richard Walter Jones | Registered representative | Mar 1999 (27y) | ||
| Timothy Ashley Coggeshall | Registered representative | May 1999 (27y) | ||
| Lewis Jerry Georges | Registered representative | May 1999 (27y) | ||
| Francis Drake Johnstone | Registered representative | Jun 1999 (27y) | ||
| Kimberly Ashworth Blanchard | Registered representative | Jan 2000 (27y) | ||
| Courtney Rosenberg Orensky | Registered representative | Sep 2000 (26y) | ||
| Sharon Lee Giles Jett | Registered representative | Dec 2000 (26y) | ||
| Constance Hope Neilsen | Registered representative | Feb 2001 (25y) | ||
| Kimberly Browne Williams | Registered representative | Oct 2001 (25y) | ||
| John Mark Strother | Registered representative | Jan 2002 (25y) | ||
| Devon Matthew King | Registered representative | Feb 2002 (24y) | ||
| Sherri Leigh Petefish | Registered representative | Feb 2002 (24y) | ||
| Barry Ray Riddle | Registered representative | Apr 2002 (24y) | ||
| Eden Lavender Coltrane | Registered representative | Sep 2002 (24y) | ||
| Richard Sherman Looney | Registered representative | Sep 2002 (24y) | ||
| Ann Holden Gurkin | Registered representative | Nov 2002 (24y) | ||
| Dennis Robert Bradshaw | Registered representative | Dec 2002 (24y) | ||
| Faye Brown Sprye | Registered representative | Jan 2003 (24y) | ||
| Charles Franklin Sellers | Registered representative | Chartered Financial Consultant | Jan 2003 (24y) | |
| Richard A. Henry | Registered representative | Jul 2003 (23y) | ||
| Thomas Yunsang Cho | Registered representative | Nov 2003 (23y) | ||
| Julie Ml Apple | Registered representative | Dec 2004 (22y) | ||
| Jameson M Eddy | Registered representative | Mar 2005 (21y) | ||
| Merrill Pasco Cann | Registered representative | Oct 2005 (21y) | ||
| William Roy Charlet | Registered representative | Nov 2005 (21y) | ||
| Paul Wayne Ashworth | Registered representative | Dec 2005 (21y) | ||
| Winfred Eddins | Registered representative | Mar 2006 (20y) | ||
| Christopher Pickett Blair | Registered representative | Mar 2006 (20y) | ||
| Elizabeth Dozier Lee Pollard | Registered representative | CFP | Sep 2006 (20y) | |
| David Matthew Henderson | Registered representative | Nov 2006 (20y) | ||
| Katey Arlene Birmingham | Registered representative | Nov 2006 (20y) | ||
| Theodore Winston Price | Registered representative | CFA | Feb 2007 (20y) | |
| Peter Baillie Milward | Registered representative | Feb 2007 (19y) | ||
| Lavonia C Welfare | Registered representative | Feb 2007 (19y) | ||
| James Walston Shearin | Registered representative | Mar 2007 (19y) | ||
| Regis Leo Keddie Iii | Registered representative | May 2007 (19y) | ||
| William B Cleland | Registered representative | CFP | Jun 2007 (19y) | |
| James E. Davidson | Registered representative | CFP | Jul 2007 (19y) | |
| Dennis Michael Tarrant | Registered representative | Nov 2007 (19y) | ||
| Alison Bell Foley | Registered representative | Jun 2008 (18y) | ||
| Carl Wright Ramsey | Registered representative | CFP | Aug 2008 (18y) | |
| Brian David Manetz | Registered representative | Nov 2008 (18y) | ||
| John Whitfield Vetrovec | Registered representative | CFP | Jan 2009 (18y) | |
| James Lyon Smythe | Registered representative | Jan 2009 (18y) | ||
| Julia Childress Beck | Registered representative | CFP | Feb 2009 (17y) | |
| Charles Conway Munford | Registered representative | Feb 2009 (17y) | ||
| Byron Zachary Harrell | Registered representative | CFP | Feb 2009 (17y) | |
| Jay Gerald Demeter | Registered representative | CFP | Feb 2009 (17y) | |
| William Frank Calliott | Registered representative | CFA | Feb 2009 (17y) | |
| Brian Edward Winstead | Registered representative | CFP | Feb 2009 (17y) | |
| Brian James Coghill | Registered representative | Feb 2009 (17y) | ||
| Christopher Thomas Wojtek | Registered representative | Feb 2009 (17y) | ||
| John Michael Murray | Registered representative | Feb 2009 (17y) | ||
| Paulette Sawyer Mitchell | Registered representative | Feb 2009 (17y) | ||
| Cecelia Burch Anderson | Registered representative | Mar 2009 (17y) | ||
| Edgar Montrose Love | Registered representative | May 2009 (17y) | ||
| Julie Hardman Preston | Registered representative | May 2009 (17y) | ||
| Jeffrey S Chowning | Registered representative | Nov 2009 (17y) | ||
| William D Capshaw | Registered representative | Mar 2010 (16y) | ||
| Heather Mccoy Wicker | Registered representative | Mar 2011 (15y) | ||
| Ruth Overbeck Key | Registered representative | Mar 2011 (15y) | ||
| Mark Nichols Reams | Registered representative | Oct 2011 (15y) | ||
| David Allen Love | Registered representative | Nov 2011 (15y) | ||
| John Barkley Wallin | Registered representative | Dec 2011 (15y) | ||
| Meghan Marie Councill | Registered representative | Jan 2012 (15y) | ||
| Amanda Avery St John | Registered representative | Mar 2012 (14y) | ||
| David Calliott | Registered representative | CFP | Aug 2012 (14y) | |
| Coleman Wortham | Registered representative | Nov 2012 (14y) | ||
| David Joseph Posner | Registered representative | Feb 2013 (13y) | ||
| Katrina Anne Goode | Registered representative | Jun 2013 (13y) | ||
| Theresa Ann Manning | Registered representative | Jun 2013 (13y) | ||
| Van Dyke Jones | Registered representative | Nov 2013 (13y) | ||
| Heather Blackston Hall | Registered representative | Nov 2013 (13y) | ||
| Stewart Mikell Roddey | Registered representative | Dec 2013 (13y) | ||
| Julian Swoop Hillery | Registered representative | CFA | Feb 2014 (12y) | |
| Colleen Nicole Stephenson | Registered representative | Feb 2014 (12y) | ||
| Thomas John Ptachick | Registered representative | CFP | Feb 2014 (12y) | |
| James William Whelen | Registered representative | Jul 2014 (12y) | ||
| Marion Cosby Kastenbaum | Registered representative | Aug 2014 (12y) | ||
| Hunter Ross Gottwald | Registered representative | CFP | Oct 2014 (12y) | |
| Patrick Thomas Slack | Registered representative | Dec 2014 (12y) | ||
| Daniel Robert Mizell | Registered representative | CFP | Mar 2015 (11y) | |
| Harry Yates | Registered representative | CFA | Apr 2015 (11y) | |
| Ryan Michael Blankenship | Registered representative | May 2015 (11y) | ||
| Stephanie Lynn Bednar | Registered representative | Sep 2015 (11y) | ||
| Carly Catherine Carmichael | Registered representative | Oct 2015 (11y) | ||
| Reynolds Gilmer Lynch | Registered representative | Nov 2015 (11y) | ||
| James Ian Mccormick | Registered representative | Feb 2016 (11y) | ||
| James F Diersen | Registered representative | CFP | Apr 2016 (10y) | |
| Ashley Rutledge D' Alessandro | Registered representative | Jul 2016 (10y) | ||
| Kevin Coogan Bennett | Registered representative | CFA | Jul 2016 (10y) | |
| Douglas James Gebhardt | Registered representative | Aug 2016 (10y) | ||
| Mary Katherine Evans | Registered representative | Sep 2016 (10y) | ||
| Shreve Westwood Rohle | Registered representative | Sep 2016 (10y) | ||
| Jason Michael Alford | Registered representative | Nov 2016 (10y) | ||
| Stewart Marshall Sigler | Registered representative | Nov 2016 (10y) | ||
| Anne Reece Mcveigh | Registered representative | Nov 2016 (10y) | ||
| Holly Myers Salmon | Registered representative | Nov 2016 (10y) | ||
| Philip Edward Paulette | Registered representative | Nov 2016 (10y) | ||
| Ryan Stultz Poland | Registered representative | CFP | Nov 2016 (10y) | |
| R.Thomas Edwards Jr. | Registered representative | Jan 2017 (10y) | ||
| Michaele Vertner Wheeler | Registered representative | Jan 2017 (10y) | ||
| Elizabeth Ann Jarvis | Registered representative | Mar 2017 (9y) | ||
| Audrey Lunsford Mccray | Registered representative | CFP | Jun 2017 (9y) | |
| Joseph C Thompson | Registered representative | CFP | Aug 2017 (9y) | |
| Lianne Maria Recchia | Registered representative | Oct 2017 (9y) | ||
| Kimberley Anne Skowysz | Registered representative | Oct 2017 (9y) | ||
| Steven Scott Martin | Registered representative | CFP | Oct 2017 (9y) | |
| Virginia Mcalister Pitt | Registered representative | Nov 2017 (9y) | ||
| Stacey Martin Berkley | Registered representative | Apr 2018 (8y) | ||
| Thomas Russell Branch | Registered representative | CFP | Apr 2018 (8y) | |
| Stephen Thomas Abbott | Registered representative | Jul 2018 (8y) | ||
| Andrew Lankford Everett Hargroves | Registered representative | Jul 2018 (8y) | ||
| Evan James Gilbert | Registered representative | CFA | Jul 2018 (8y) | |
| Ryan Louise Cobb | Registered representative | CFP | Aug 2018 (8y) | |
| Douglas William Stopkey | Registered representative | Sep 2018 (8y) | ||
| Lindsay R St. Peter | Registered representative | Sep 2018 (8y) | ||
| Thomas Rutherfoord Ferguson | Registered representative | Feb 2019 (7y) | ||
| Stewart Everett Emenheiser | Registered representative | CFP | Apr 2019 (7y) | |
| William Izard Valentine | Registered representative | May 2019 (7y) | ||
| Stefanie Cecile Boykin | Registered representative | Jun 2019 (7y) | ||
| Kelsey V Bottoms | Registered representative | Jun 2019 (7y) | ||
| Wallace Nelson King | Registered representative | Jul 2019 (7y) | ||
| Laurel Godfrey Johnson | Registered representative | Aug 2019 (7y) | ||
| Delaney Bunting Gibson | Registered representative | Aug 2019 (7y) | ||
| Dianne Marie Ballard | Registered representative | Aug 2019 (7y) | ||
| Ashton Alexander Love | Registered representative | Sep 2019 (7y) | ||
| Cynthia Michelle Call | Registered representative | Oct 2019 (7y) | ||
| Thomas Norwood Anderson | Registered representative | Oct 2019 (7y) | ||
| Colin Miles May | Registered representative | CFP | Dec 2019 (7y) | |
| Kevin J Hopkins | Registered representative | Dec 2019 (7y) | ||
| Ryan Daniel Shumate | Registered representative | Jan 2020 (7y) | ||
| Michael Wilkins Crawley | Registered representative | Sep 2020 (6y) | ||
| Joshua Trevor Long | Registered representative | CFP | Sep 2020 (6y) | |
| Herbert Foreman Hargroves Jr | Registered representative | Oct 2020 (6y) | ||
| Olivia Nichole Kennedy | Registered representative | Oct 2020 (6y) | ||
| Daphne Beckstrom Martin | Registered representative | Dec 2020 (6y) | ||
| Abram R Halterman | Registered representative | Jun 2021 (5y) | ||
| Kelley Tyger | Registered representative | Jun 2021 (5y) | ||
| Edward George Kaufman | Registered representative | Jun 2021 (5y) | ||
| Sarah Ritchie Fowler | Registered representative | Jul 2021 (5y) | ||
| Evelyn Patricia Eckstrom | Registered representative | Jul 2021 (5y) | ||
| Benjamin Wayne Riggan | Registered representative | Jul 2021 (5y) | ||
| Janet Weinstein Mercadante | Registered representative | Jul 2021 (5y) | ||
| Barclay Porter Freeman | Registered representative | Aug 2021 (5y) | ||
| Steven Russell Freeman | Registered representative | Aug 2021 (5y) | ||
| Christian Ryan Theurer | Registered representative | Aug 2021 (5y) | ||
| Kenneth Andrew Sessoms | Registered representative | Aug 2021 (5y) | ||
| Anthony J Papa | Registered representative | Sep 2021 (5y) | ||
| Raymond Eugene Gay | Registered representative | CFP | Sep 2021 (5y) | |
| Renita Yoon | Registered representative | Sep 2021 (5y) | ||
| Edward Michael Bohnslav | Registered representative | Oct 2021 (5y) | ||
| Peter Lawrence Reuss | Registered representative | Oct 2021 (5y) | ||
| Chad Harris | Registered representative | Dec 2021 (5y) | ||
| Natallia Vladimirovna Batsukova | Registered representative | Dec 2021 (5y) | ||
| Eric Edward Eversole | Registered representative | Jan 2022 (5y) | ||
| Joseph Lee Keiger | Registered representative | CFP | Jan 2022 (5y) | |
| William Franklin Sharp | Registered representative | Feb 2022 (4y) | ||
| Brian Randall O'neal | Registered representative | Mar 2022 (4y) | ||
| Conrad Banks Robinson | Registered representative | Mar 2022 (4y) | ||
| Kari Thompson Collins | Registered representative | Apr 2022 (4y) | ||
| Cameron Shah | Registered representative | May 2022 (4y) | ||
| Justin Gregory Charnock | Registered representative | May 2022 (4y) | ||
| Elizabeth Brailsford Brown | Registered representative | Jun 2022 (4y) | ||
| Michael Connor Levenson | Registered representative | Jun 2022 (4y) | ||
| Walter Smith Williams | Registered representative | Jul 2022 (4y) | ||
| Michael William Devon | Registered representative | CFP | Aug 2022 (4y) | |
| Justin E Corlett | Registered representative | Aug 2022 (4y) | ||
| Maeghaen Goss Eley | Registered representative | Sep 2022 (4y) | ||
| Jacob Clark | Registered representative | Sep 2022 (4y) | ||
| Cameron Reuss | Registered representative | Sep 2022 (4y) | ||
| Thomas Watson | Registered representative | CFP | Sep 2022 (4y) | |
| Tiffany Mccoy Long | Registered representative | Nov 2022 (4y) | ||
| John Bartlett Trigg | Registered representative | Jan 2023 (4y) | ||
| Ann Margaret Boyd | Registered representative | Jan 2023 (4y) | ||
| Thomas Valenza | Registered representative | Feb 2023 (3y) | ||
| Samuel Robert Dittmar | Registered representative | Mar 2023 (3y) | ||
| Matthew Brock | Registered representative | Apr 2023 (3y) | ||
| Samuel Sweeney | Registered representative | CFP | Apr 2023 (3y) | |
| Sean Michael Philpott | Registered representative | May 2023 (3y) | ||
| Clark William Halladay | Registered representative | CFA | Jun 2023 (3y) | |
| Nicholas Dohn Guyer | Registered representative | Jun 2023 (3y) | ||
| Kyle Garrett King | Registered representative | Jul 2023 (3y) | ||
| Thomas Bradley Graham | Registered representative | Jul 2023 (3y) | ||
| Adam Brett Bergman | Registered representative | CFA | Jul 2023 (3y) | |
| Jesse Ford | Registered representative | Aug 2023 (3y) | ||
| Charles Owen Thacker | Registered representative | Oct 2023 (3y) | ||
| Julia Katherine Shaffer | Registered representative | Oct 2023 (3y) | ||
| Michelle Lee Johnson | Registered representative | Oct 2023 (3y) | ||
| Timothy Reyes | Registered representative | Nov 2023 (3y) | ||
| Christopher Larocca | Registered representative | Dec 2023 (3y) | ||
| Dimitrios Vasilios Roumeliotis | Registered representative | CFP | Jan 2024 (3y) | |
| William Tucker Morris | Registered representative | Jan 2024 (3y) | ||
| Kirsten Ehrich | Registered representative | Feb 2024 (3y) | ||
| Lily Virginia Silva | Registered representative | Mar 2024 (2y) | ||
| Pamela Reynolds Hodges | Registered representative | Mar 2024 (2y) | ||
| Anne Jennifer Cole | Registered representative | Apr 2024 (2y) | ||
| Michael Edward Flynn | Registered representative | Apr 2024 (2y) | ||
| Brian T. Mathis | Registered representative | Apr 2024 (2y) | ||
| Charlotte Marie Doherty | Registered representative | May 2024 (2y) | ||
| Robert Charles Rice | Registered representative | May 2024 (2y) | ||
| John Caldwell Westfall | Registered representative | Jun 2024 (2y) | ||
| Venkat Nagasai Miriyala | Registered representative | Jul 2024 (2y) | ||
| Mindy Kay Schwartz | Registered representative | Jul 2024 (2y) | ||
| Victoria Nicole Lythgoe | Registered representative | Jul 2024 (2y) | ||
| Eric Bird | Registered representative | Jul 2024 (2y) | ||
| Kayla Woodard | Registered representative | Jul 2024 (2y) | ||
| Timothy Robert Geiling | Registered representative | Aug 2024 (2y) | ||
| Rebecca Anne Maxwell Scott | Registered representative | Aug 2024 (2y) | ||
| Emily Jane La Vay | Registered representative | Aug 2024 (2y) | ||
| Tyler Lux | Registered representative | Sep 2024 (2y) | ||
| Sandra Marie Sheehan | Registered representative | Sep 2024 (2y) | ||
| Elena Stanton Herrera | Registered representative | Oct 2024 (2y) | ||
| Timothy Jackson Taylor | Registered representative | Oct 2024 (2y) | ||
| Donald Ray Benner | Registered representative | Oct 2024 (2y) | ||
| Mary Brooke Pritt | Registered representative | Oct 2024 (2y) | ||
| Coleton Jacob Frye | Registered representative | Oct 2024 (2y) | ||
| Spencer T O Hara | Registered representative | Oct 2024 (2y) | ||
| Karli Woodcock Tench | Registered representative | Nov 2024 (2y) | ||
| Phillip Conroy Danieley | Registered representative | CFP | Nov 2024 (2y) | |
| Henry Roller Shipplett | Registered representative | Nov 2024 (2y) | ||
| Jacqueline Shipplett Avery | Registered representative | CFP | Nov 2024 (2y) | |
| Christopher Tisdale | Registered representative | Dec 2024 (2y) | ||
| Seth Wagner | Registered representative | Jan 2025 (2y) | ||
| Elizabeth Kimberly Nye | Registered representative | Jan 2025 (2y) | ||
| William Frederick Sowers | Registered representative | CFP | Jan 2025 (2y) | |
| Kristina Adelaide Palangi | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Megan Elizabeth Worley | Registered representative | Apr 2025 (1y) | ||
| Nikolas Cory Pry | Registered representative | May 2025 (1y) | ||
| Carter Mathis | Registered representative | Aug 2025 (1y) | ||
| Aniyah Payne | Registered representative | Sep 2025 (1y) | ||
| Jerrell Deonte Smith | Registered representative | Sep 2025 (1y) | ||
| Coleman Carlisle Wray | Registered representative | Sep 2025 (1y) | ||
| Sarah Margaret Grammer | Registered representative | Sep 2025 (1y) | ||
| James Weber Harris | Registered representative | CFP | Oct 2025 (1y) | |
| Aidan Michael Fitzgerald | Registered representative | Oct 2025 (1y) | ||
| James Lersch | Registered representative | Oct 2025 (1y) | ||
| Amanda Reese Meeker | Registered representative | Oct 2025 (1y) | ||
| Tyler Markatos Clark | Registered representative | Nov 2025 (1y) | ||
| Kimberly Ann Bennett | Registered representative | Dec 2025 (1y) | ||
| Emily Elizabeth Fiscella | Registered representative | CFP | Jan 2026 (1y) | |
| Harrison Geho | Registered representative | Jan 2026 (1y) | ||
| Benjamin Madison Vess | Registered representative | Feb 2026 (0y) | ||
| Lori Beth Ringley | Registered representative | Feb 2026 (0y) | ||
| Robert Cleveland Grizzard | Registered representative | Mar 2026 (0y) | ||
| Eli Alexander Ashworth | Registered representative | Mar 2026 (0y) | ||
| William Lee Ford | Registered representative | Mar 2026 (0y) | ||
| Ethan Paul Stevenson | Registered representative | May 2026 (0y) | ||
| Spencer Madison Harris | Registered representative | May 2026 (0y) | ||
| Frederick Rhodes Mc David | Registered representative | Jun 2026 (0y) | ||
| Ramsay James Ward | Registered representative | Jun 2026 (0y) | ||
| Tammy Lynn Kane | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Davenport & Co. Of Virginia, Inc | Member | Mar 1997 | A | 25% – 50% |
| Davenport Corp. | Member | Mar 1997 | A | 25% – 50% |
| Dava Corp. | Member | Mar 2001 | A | 25% – 50% |
| Davenport Iv, Inc | Member | May 2016 | A | 10% – 25% |
| Davenport Five, Inc | Member | May 2024 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $658M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ewf Partners Llc | Hedge Fund | $300M | $250K | 68 |
| Son Of Ewf | Hedge Fund | $201M | $10.0K | 47 |
| Ewf Partners Ii Llc | Hedge Fund | $157M | $500K | 70 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Employees Retirement Plan Of Mother Murphys Laboratories, Inc. | Mother Murphys Laboratories, Inc. | 140 | $42.4M | 11/01/2024 |
| Tidewater Fibre 401(k) Plan | Tidewater Fibre Corp. | 183 | $4.6M | 01/01/2024 |
| Railside Enterprises, Inc. & Affiliates Employee Stock Ownership Plan | Railside Enterprises, Inc. | 129 | $17.9M | 01/01/2024 |
| Miller Oil Co., Inc. Retirement Savings Plan | Miller Oil Co., Inc. | 112 | $4.1M | 01/01/2024 |
| Plasser American Corporation 401 K Savings Plan | Plasser American Corporation | 316 | $41.2M | 01/01/2024 |
| Eastern Shore Rural Health System, Inc. 403(b) Plan | Eastern Shore Rural Health System, Inc. | 344 | $20.8M | 01/01/2024 |
| North Carolina Masonic Group Retirement Plan | The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina | 233 | $6.3M | 01/01/2024 |
| Justice Family Group 401(k) Retirement Plan | Justice Family Group, Llc | 639 | $18.7M | 01/01/2024 |
| Precision Fabrics Group, Inc. 401(k) Plan | Precision Fabrics Group, Inc. | 475 | $37.7M | 01/01/2024 |
| Caffey Distributing Company, Inc. Retirement Savings Plan | Caffey Distributing Company, Inc. | 421 | $17.2M | 01/01/2024 |
| Bay Aging 401(k) Plan | Bay Aging | 335 | $7.1M | 01/01/2024 |
| Carson Dellosa Publishing, Llc 401(k) Profit Sharing Plan | Carson Dellosa Publishing, Llc | 0 | $0 | 01/01/2024 |
| Brooks Pierce Retirement And Savings Plan | Brooks Pierce Mclendon Humphrey & Leonard, Llp | 183 | $155M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 2.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Regulatory · Item 11.E(2)
as of Oct 21, 2024
Allegations: NSD RULE 3360 - FINRA ALLEGED OVER-REPORTING OF SHORT INTEREST POSITIONS. Status: Final Sanction Detail: WITHOUT ADMITTING OR DENYING THE FINDINGS, DAVENPORT CONSENTED TO THE DESCRIBED SANCTIONS AND TO THE ENTRY OF FINDINGS. THE FIRM WAS CENSURED AND FINED $7,500. Summary: WITHOUT ADMITING OR DENYING THE ALLEGATIONS OR FINDINGS, DAVENPORT, ON 6/22/2011 EXECUTED A LETTER OF ACCEPETANCE, WAIVER AND CONSENT (AWC), 20080131091-01, WITH FINRA RELATING TO NASD RULE 3360, SHORT INTEREST POSITIONS REPORTING. THE MATTER WAS RELATED TO ALLEGED OVER-REPORTING OF SHORT INTEREST POSITIONS.
Regulatory · Item 11.E(2), 11.E(4)
as of Oct 21, 2024
Allegations: IT WAS ALLEGED THAT DURING THE REVIEW PERIOD DAVENPORT DID NOT ESTABLISH A SYSTEM REASONABLY DESIGNED TO FULLY COMPLY WITH FINRA RULE 3110, 2010 (NASD RULE 3010 FOR CONDUCT PRIOR TO DECEMBER 1, 2014) RELATED TO SUPERVISION OF CONSOLIDATED REPORTS; AND IT WAS ALLEGED THAT DAVENPORT DID NOT FULLY COMPLY WITH SECTION 15(C)(3) OF THE SEC ACT OF 1934 AND EXCHANGE RULE ACT 15C3-5, FINRA RULE 2010 AND MSRB RULE G-27 RELATED TO AUTOMATED CONTROLS FOR ALTERNATIVE TRADING SYSTEMS FOR MUNICIPAL SECURITIES TRANSACTIONS Status: Final Sanction Detail: WITHOUT ADMITTING OR DENYING THE ALLEGATIONS OR FINDINGS, DAVENPORT, ON DECEMBER 27, 2017 EXECUTED A LETTER OF ACCEPTANCE, WAIVER AND CONSENT AND PAID THE STATED FINE. Summary: WITHOUT ADMITTING OR DENYING THE ALLEGATIONS OR FINDINGS, DAVENPORT, ON DECEMBER 27, 2017 EXECUTED A LETTER OF ACCEPTANCE, WAIVER AND CONSENT AND PAID THE STATED FINE.
Regulatory
as of Oct 21, 2024
Allegations: AFTER VOLUNTARILY SELF REPORTING CERTAIN INFORMATION TO THE SECURITIES AND EXCHANGE COMMISSION (SEC) AND WITHOUT ADMITTING OR DENYING THE FINDINGS, DAVENPORT CONSENTED TO THE ENTRY OF AN ORDER BY THE SEC OF ADMINISTRATIVE AND CEASE AND DESIST PROCEEDINGS PURSUANT TO SECTION 8A OF THE SECURITIES ACT OF 1933 AND SECTION 15(B) OF THE SECURITIES ACT OF 1934. THE ORDER CONCERNED ONLY TWO (2) MUNICIPAL OFFERINGS UNDERWRITTEN BY DAVENPORT, AND INVOLVED ALLEGED VIOLATIONS OF SECTION 17(A)(2) OF THE SECURITIES ACT. Status: Final Sanction Detail: MONETARY FINE OF $80,000 WAS LEVIED AGAINST DAVENPORT AND PAID TO THE SEC ON JUNE 26, 2015. Summary: DAVENPORT CONSENTED TO THE ENTRY OF THE SEC ORDER ON 6/18/2015 AND IS IN PROCESS OF RETAINING THE INDEPENDENT CONSULTANT.
Regulatory · Item 11.E(2)
as of Oct 21, 2024
Allegations: IT WAS ALLEGED THAT DURING THE REVIEW PERIOD THE FIRM FAILED TO REPORT REPORTABLE ORDER EVENTS AND FAILED TO COMPLY WITH RELATED SUPERVISORY REQUIREMENTS. Status: Final Sanction Detail: WITHOUT ADMITTING OR DENYING THE FINDINGS, DAVENPORT CONSENTED TO THE DESCRIBED SANCTIONS AND TO THE ENTRY OF FINDINGS. THE FIRM WAS CENSURED AND FINED $15,000.00 Summary: WITHOUT ADMITTING OR DENYING THE ALLEGATIONS OR FINDINGS, DAVENPORT, ON NOVEMBER 2, 2016 EXECUTED A LETTER OF ACCEPTANCE, WAIVER AND CONSENT, PAID THE FINE AND AGREED TO REVISE THE FIRM'S WRITTEN SUPERVISORY PROCEDURE WITH THE RESPECT TO THE AREAS ON QUESTION.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Performance-based fees
- • Other fees
- • 12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $19.7B (80% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗