Davenport & Company LLC

Davenport & Company LLC (CRD# 1588) is a financial advisory firm headquartered in Richmond, VA. They manage $10,386,952,253 in 14,101 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,387
    MILLION
  • Total Number of Accounts
    14,101
    ACCOUNTS
  • Average Account Value
    $736,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Davenport & Company LLC
Showing 1 - 10 of 299 top financial advisors.
1
John P. Ackerly
CRD#: 2460550
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219
96
Wealthminder
score

John Ackerly (CRD# 2460550) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 24 years of experience in the finance industry.

2
Kevin C. Bennett
CRD#: 5384680
One James Center, 901 East Cary Street, Suite 1100, Richmond, VA 23219
96
Wealthminder
score

Kevin Bennett (CRD# 5384680) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 10 years of experience in the finance industry.

3
Patteson Branch
CRD#: 600389
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219
96
Wealthminder
score

Patteson Branch (CRD# 600389) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 30 years of experience in the finance industry. Patteson Branch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elizabeth P. Crabtree
CRD#: 3067260
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

Elizabeth Crabtree (CRD# 3067260) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 13 years of experience in the finance industry. Elizabeth Crabtree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Julian S. Hillery
CRD#: 4846410
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

Julian Hillery (CRD# 4846410) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 13 years of experience in the finance industry.

6
Steven S. Martin
CRD#: 2904402
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

Steven Martin (CRD# 2904402) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 13 years of experience in the finance industry. Steven Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William F. Muth
CRD#: 1196062
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

William Muth (CRD# 1196062) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 34 years of experience in the finance industry. William Muth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Denise C. Peters
CRD#: 2985286
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219
96
Wealthminder
score

Denise Peters (CRD# 2985286) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 20 years of experience in the finance industry. Denise Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Audrey L. Ramseur
CRD#: 1526231
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

Audrey Ramseur (CRD# 1526231) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 27 years of experience in the finance industry. Audrey Ramseur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Carl W. Ramsey
CRD#: 4643305
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

Carl Ramsey (CRD# 4643305) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 13 years of experience in the finance industry. Carl Ramsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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