Davenport & Company LLC

Davenport & Company LLC (CRD# 1588) is a financial advisory firm headquartered in Richmond, VA. They manage $19,332,677,961 in 20,878 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
One James Center, 901 East Cary Street, Suite 1100, Richmond, VA 23219
https://www.linkedin.com/company/davenport-
By the Numbers
  • Total Assets Under Management
    19,333
    MILLION
  • Total Number of Accounts
    20,878
    ACCOUNTS
  • Average Account Value
    $925,983
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)
  • Educational seminars/workshops
Types of Clients
Registered States
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, WY

Financial Advisors at Davenport & Company LLC
Showing 31 - 40 of 293 top financial advisors.
31
Stefanie Boykin, financial advisor Richmond VA
Stefanie C. Boykin
CRD#: 4931351
One James Center, 901 E. Cary Street, Richmond, VA 23219

Stefanie Boykin (CRD# 4931351) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 17 years of experience in the finance industry.

32
Dennis Bradshaw, financial advisor Lynchburg VA
Dennis R. Bradshaw
CRD#: 3126516
1104 Commerce St., P.o. Box 570, Lynchburg, VA 24504

Dennis Bradshaw (CRD# 3126516) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 25 years of experience in the finance industry.

33
Robert Brailsford, financial advisor Roanoke VA
Robert E. Brailsford
CRD#: 1473890
10 Franklin Road Se Suite 450, Roanoke, VA 24011

Robert Brailsford (CRD# 1473890) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 37 years of experience in the finance industry.

34
James Branch, financial advisor Richmond VA
James R. Branch
CRD#: 1933749
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219

James Branch (CRD# 1933749) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 34 years of experience in the finance industry.

35
Thomas Branch, financial advisor Richmond VA
Thomas R. Branch
CRD#: 6899227
One James Center, 901 East Cary Street, Suite 1100, Richmond, VA 23219

Thomas Branch (CRD# 6899227) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 6 years of experience in the finance industry.

36
Edward Brown, financial advisor Richmond VA
Edward T. Brown
CRD#: 850295
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219

Edward Brown (CRD# 850295) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 42 years of experience in the finance industry.

37
David Calliott, financial advisor Virginia Beach VA
David Calliott
CRD#: 5820086
Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA 23452

David Calliott (CRD# 5820086) is an Investment Advisor Representative working at Davenport & Company LLC in Virginia Beach, VA and has over 11 years of experience in the finance industry.

38
William Calliott, financial advisor Virginia Beach VA
William F. Calliott
CRD#: 38680
Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA 23452

William Calliott (CRD# 38680) is an Investment Advisor Representative working at Davenport & Company LLC in Virginia Beach, VA and has over 35 years of experience in the finance industry.

39
Merrill Cann, financial advisor Richmond VA
Merrill P. Cann
CRD#: 4437536
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA 23219

Merrill Cann (CRD# 4437536) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 18 years of experience in the finance industry.

40
William Capshaw, financial advisor Lynchburg VA
William D. Capshaw
CRD#: 5725314
1104 Commerce St., P.o. Box 570, Lynchburg, VA 24504

William Capshaw (CRD# 5725314) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 14 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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