Davenport & Company LLC

Davenport & Company LLC (CRD# 1588) is a financial advisory firm headquartered in Richmond, VA. They manage $8,440,813,006 in 13,667 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,441
    MILLION
  • Total Number of Accounts
    13,667
    ACCOUNTS
  • Average Account Value
    $617,605
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 270 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 22 years of experience in the finance industry.

2
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 29 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.

3
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 11 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.

4
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 11 years of experience in the finance industry.

5
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 33 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.

6
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 18 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.

7
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 11 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.

8
Joel M. Ray
CRD#: 1483620
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219
96
Wealthminder
score

Joel Ray (CRD# 1483620) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 12 years of experience in the finance industry.

9
George L. Smith
CRD#: 2988110
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219
96
Wealthminder
score

George Smith (CRD# 2988110) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 17 years of experience in the finance industry.

10
John W. Vetrovec
CRD#: 4332227
One James Center, 901 E. Cary Street, Richmond, VA 23219
96
Wealthminder
score

John Vetrovec (CRD# 4332227) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 15 years of experience in the finance industry. John Vetrovec 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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