Advisor at Davenport & Company LLC
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Location
Durham, NC 27705
Credentials
Series 63, Series 66
Industry experience
24 years
Ryan Kelly is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones for over two decades before joining Davenport in 2025. Outside of his advisory work, he is a partner in agricultural ventures including J & H Timber LLC and Pintail Landing LLC. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by regular committee reviews.
Based on Davenport & Company LLC
Based on Davenport & Company LLC
Financial Planning fees based on tiered service levels with maximum fees from $250 (Single Topic Analysis) up to $10,000 (Tier 5).
$0 - $1,000,000: 1.50% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $5,000,000+: 1.00% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $0 - $1,000,000: 0.75% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $1,000,000 - $5,000,000: 0.50% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $5,000,000+: 0.30% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $0 - $1,000,000: 1.25% (Wrap Fee for ETFAdvisor and FundAdvisor) $1,000,000 - $5,000,000: 1.00% (Wrap Fee for ETFAdvisor and FundAdvisor) $5,000,000+: 0.75% (Wrap Fee for ETFAdvisor and FundAdvisor) $0 - $1,000,000: 1.50% (Wrap Fee for DavenportOne) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for DavenportOne) $5,000,000+: 1.00% (Wrap Fee for DavenportOne) $0 - $1,000,000: 2.50% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.50% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 1.50% (Wrap Fee for ManagerSelect) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for ManagerSelect) $5,000,000+: 1.00% (Wrap Fee for ManagerSelect) $0 - $250,000: 1.50% (Wrap Fee for Portfolio Management Account) $250,000 - $1,000,000: 1.25% (Wrap Fee for Portfolio Management Account) $1,000,000 - $2,000,000: 1.00% (Wrap Fee for Portfolio Management Account) $2,000,000+: 0.75% (Wrap Fee for Portfolio Management Account) $0 - $250,000: 1.25% (Fee and/or Commission for Portfolio Management Account) $250,000 - $1,000,000: 1.00% (Fee and/or Commission for Portfolio Management Account) $1,000,000 - $2,000,000: 0.75% (Fee and/or Commission for Portfolio Management Account) $2,000,000+: 0.50% (Fee and/or Commission for Portfolio Management Account) $0 - $200,000: 0.50% (Fee and/or Commission for Portfolio Review) $200,000 - $1,000,000: 0.25% (Fee and/or Commission for Portfolio Review) $1,000,000+: 0.10% (Fee and/or Commission for Portfolio Review) $0+: 1.25% (Fee and/or Commission for Davenport Managed Assets Program) $0 - $1,000,000: 1.00% (Wrap Fee for Donor Advised Program: Core Leaders, Value & Income, Equity Opportunities) $1,000,000+: 0.75% (Wrap Fee for Donor Advised Program: Core Leaders, Value & Income, Equity Opportunities) $0+: 0.75% (Wrap Fee for Donor Advised Program: FundAdvisor, ETFAdvisor, and Charitable Allocation Strategies) $0 - $1,000,000: 0.40% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $1,000,000 - $5,000,000: 0.30% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $5,000,000+: 0.20% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $0 - $1,000,000: 1.00% (Flexible Retirement Account Consulting standard asset based fee on first $2,000,000) $2,000,000 - $4,000,000: 0.75% (Flexible Retirement Account Consulting standard asset based fee on next $2,000,000) $4,000,000 - $5,000,000: 0.60% (Flexible Retirement Account Consulting standard asset based fee on next $1,000,000) $5,000,000+: 0.40% (Flexible Retirement Account Consulting standard asset based fee on next $5,000,000)
Fee and/or Commission and Commission Only cost options available; commissions charged on securities transactions, minimum commission typically $85, negotiable.
Investment Consulting fees may be hourly, fixed, percentage of assets under consultation, or a combination, negotiated per client.
Performance-based incentive fees charged by Private Funds managed by Davenport employees; not charged to individual advisory client accounts.
Account minimum: $25,000 Minimum fee: $40 minimum fee or rebate applied for intra-quarter deposits or withdrawals of $50,000 or more, prorated fees charged or refunded accordingly. Fee-only: Flexible Managed Account I Fee-only with tiered rates: 2.50% for first $5 million, 2.00% above $5 million on equities and fixed income; 2.00% flat on mutual funds and UITs.
2828 Pickett Road, Suite 280
Durham, NC 27705
North Carolina · Texas
Davenport & Company LLC
2025 - Present (1 year)
Kelly Wealth Management Group
2024 - Present (2 years)
Raymond James Financial Services Advisors, Inc.
2024 - 2025 (1 year)
Raymond James Financial Services, Inc.
2024 - 2025 (1 year)
Edward Jones
2001 - 2024 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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