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Credentials
Series 66
Experience Industry experience
2 years
Location
Roanoke, VA 24011
Davenport & Company LLC
Enterprise
Victoria Lythgoe is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, First Citizens Bank, and Roanoke College. Outside of her advisory role, she manages a blog as an LTK Creator where she promotes various products. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm employs dedicated portfolio teams and manages several mutual funds, providing a range of investment strategies and advisory programs.
Based on Davenport & Company LLC
Based on Davenport & Company LLC
Financial Planning fees maximums tiered: Single Topic Analysis up to $250, Tier 1 up to $500, Tier 2 up to $1,500, Tier 3 up to $3,000, Tier 4 up to $5,000, Tier 5 up to $10,000. Flat fees may be negotiated for Flexible Retirement Account Consulting and Investment Consulting Services.
$0 - $1,000,000: 1.50% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $1,000,000 - $5,000,000: 1.25% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $5,000,000+: 1.00% (Wrap Fee - Core Leaders, Value & Income, Equity Opportunities, DavenportONE, Fixed Income, Blended Allocation) $0 - $1,000,000: 0.40% (Wrap Fee Fixed-Income Only Accounts) $1,000,000 - $5,000,000: 0.30% (Wrap Fee Fixed-Income Only Accounts) $5,000,000+: 0.20% (Wrap Fee Fixed-Income Only Accounts) $0 - $1,000,000: 0.75% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $1,000,000 - $5,000,000: 0.50% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $5,000,000+: 0.30% (Fee and/or Commission - Core Leaders, Value & Income, Equity Opportunities, Blended Allocation) $0 - $1,000,000: 1.25% (Wrap Fee - ETFAdvisor and FundAdvisor) $1,000,000 - $5,000,000: 1.00% (Wrap Fee - ETFAdvisor and FundAdvisor) $5,000,000+: 0.75% (Wrap Fee - ETFAdvisor and FundAdvisor) $0 - $1,000,000: 1.50% (Wrap Fee - ManagerSelect) $1,000,000 - $5,000,000: 1.25% (Wrap Fee - ManagerSelect) $5,000,000+: 1.00% (Wrap Fee - ManagerSelect) $0 - $1,000,000: 2.50% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.50% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account I - Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account I - Open End Mutual Funds and Unit Investment Trusts) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account II - Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $1,000,000 - $5,000,000: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $5,000,000+: 2.00% (Wrap Fee - Flexible Managed Account II - Open End Mutual Funds and Unit Investment Trusts) $0 - $250,000: 1.50% (Wrap Fee - Portfolio Management Account) $250,000 - $1,000,000: 1.25% (Wrap Fee - Portfolio Management Account) $1,000,000 - $2,000,000: 1.00% (Wrap Fee - Portfolio Management Account) $2,000,000+: 0.75% (Wrap Fee - Portfolio Management Account) $0 - $250,000: 1.25% (Fee and/or Commission - Portfolio Management Account) $250,000 - $1,000,000: 1.00% (Fee and/or Commission - Portfolio Management Account) $1,000,000 - $2,000,000: 0.75% (Fee and/or Commission - Portfolio Management Account) $2,000,000+: 0.50% (Fee and/or Commission - Portfolio Management Account) $0 - $200,000: 0.50% (Fee and/or Commission - Portfolio Review) $200,000 - $1,000,000: 0.25% (Fee and/or Commission - Portfolio Review) $1,000,000+: 0.10% (Fee and/or Commission - Portfolio Review) $0+: 1.25% (Fee and/or Commission - Davenport Managed Assets Program) $0 - $1,000,000: 1.00% (Wrap Fee - Donor Advised Program Core Leaders, Value & Income, Equity Opportunities) $1,000,000+: 0.75% (Wrap Fee - Donor Advised Program Core Leaders, Value & Income, Equity Opportunities) $0+: 0.75% (Wrap Fee - Donor Advised Program FundAdvisor, ETFAdvisor, Charitable Allocation Strategies) $0 - $1,000,000: 0.40% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $1,000,000 - $5,000,000: 0.30% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $5,000,000+: 0.20% (Wrap Fee - Donor Advised Program Fixed-Income Only Accounts) $0 - $1,000,000: 0.50% (RetirementAdvisor Education & Service and Investment Advisory) $1,000,000 - $5,000,000: 0.35% (RetirementAdvisor Education & Service and Investment Advisory) $5,000,000+: 0.25% (RetirementAdvisor Education & Service and Investment Advisory) $0 - $2,000,000: 1.00% (Flexible Retirement Account Consulting standard asset based fee) $2,000,000 - $4,000,000: 0.75% (Flexible Retirement Account Consulting standard asset based fee) $4,000,000 - $5,000,000: 0.60% (Flexible Retirement Account Consulting standard asset based fee) $5,000,000+: 0.40% (Flexible Retirement Account Consulting standard asset based fee)
Fee and/or Commission (advance or arrears) cost options with negotiated commissions, minimum $85 per transaction (minimum may be waived sometimes). Flexible Managed Account III commission only with $85 minimum commission.
Hourly fees may be negotiated for Investment Consulting Services (no specific amounts stated).
Private Funds advised by Davenport charge performance-based incentive fees (amounts not specified).
Account minimum: $25,000 Minimum fee: $40 minimum fee or rebate applied for flow fees in wrap and fee/commission accounts Fee-only: Flexible Managed Account I: 2.50% on most assets, 2.00% on mutual funds; Portfolio Review: 0.50% for first $200k down to 0.10% above $1M; Flexible Retirement Account Consulting negotiable fees; Financial Planning maximum fees from $250 to $10,000
Roanoke, VA
10 Franklin Road SE Suite 450
Roanoke VA 24011
Advisors at this office
20
Virginia
2 years of industry experience
Davenport & Company LLC
2024 - Present • 2 years
Roanoke, VA
Roanoke College
2022 - 2024 • 2 years
Salem, NC
First Citizens Bank
2022 - 2022 • 1 year
Charlotte, NC
Frist Citizens Bank
2022 - 2022 • 1 year
Charlotte, NC
First Citizens Bank
2021 - 2022 • 1 year
Charlotte, NC
Morgan Stanley
2020 - 2021 • 1 year
Roanoke, VA
Morgan Stanley
2020 - 2020 • 1 year
Roanoke, VA
Roanoke College
2019 - 2020 • 1 year
Salem, VA
Ymca
2019 - 2020 • 1 year
Salem, VA
Farmers Bank of Appomattox
2019 - 2019 • 1 year
Appomattox, VA
Roanoke College
2018 - 2019 • 1 year
Salem, VA
Farmers Bank of Appomattox
2018 - 2018 • 1 year
Appomattox, VA
Roanoke College
2017 - 2018 • 1 year
Salem, VA
Three Oaks Pet Resort
2017 - 2017 • 1 year
Farmville, VA
Roanoke College
2016 - 2017 • 1 year
Salem, VA
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.
CFP®, EA
Roanoke, VA
Greenbrier Financial
The goal of my firm is to provide practical solutions to questions about, and assist with, investments, financial planning and taxation. I have 15 years experience as a financial planner and 28 years as a tax practitioner.
Series 63, Series 65
Roanoke, VA
360 Wealth Consultants, LLC
Michael Shelton is the principal advisor at 360 Wealth Consultants, LLC in Roanoke, VA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at several firms including LPL Financial and Level Four Advisory Services before founding his current firm. Shelton is also a CPA and owner of 360 Tax Solutions, LLC, providing tax preparation and accounting services. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing on business owners and Baby Boomers. The firm offers financial planning, discretionary portfolio management, and monitors third-party investment advisers, using proprietary model portfolios and fundamental analysis tailored to clients’ objectives and risk tolerance.
CFP®, Series 65
Vinton, VA
Upward Financial Planning
Daniel Colston is a CFP® with eight years of industry experience and is the sole advisor at Upward Financial Planning in Vinton, VA. He previously worked at American Financial Planning, Inc. and currently operates Daniel's Painting, LLC, which accounts for about 10% of his time. Upward Financial Planning serves individual clients, including those with substantial assets, offering discretionary investment management, comprehensive financial planning, tax preparation, and limited insurance brokerage services. The firm combines passive and active investment strategies and emphasizes business-owner and exit-planning.
Series 65
Roanoke, VA
Augusta Capital LLC
Walter Dixon III is a financial advisor with Augusta Capital LLC in Roanoke, VA, holding a Series 65 credential and 25 years of industry experience. He worked for Dixon, Hubard, Feinour & Brown, Inc. for 20 years before joining Augusta Capital in 2021. Augusta Capital provides discretionary investment management and advisory services primarily to individuals, high net worth clients, trusts, and estates. The firm builds customized portfolios using ETFs, mutual funds, stocks, and bonds, combining fundamental and technical analysis with a predominantly long-term investment approach.
Series 65, Series 63
Roanoke, VA
Kommon Wealth, LLC
Kristopher Montgomery is the sole advisor at Kommon Wealth, LLC, a state-registered independent advisory firm based in Roanoke, VA. He holds Series 65 and Series 63 licenses and has experience as an independent contractor in insurance sales and commercial vehicle transport. Montgomery has worked as a licensed insurance agent since 2012, focusing on life insurance, long-term care, medical supplement, disability insurance, and fixed annuities. Kommon Wealth, LLC serves individuals, families, and small businesses with comprehensive financial planning and investment management, employing a tailored, holistic approach that includes asset allocation, diversification, and a mix of analytical methods. The firm uses third-party model portfolios and AI-assisted administrative support while maintaining human oversight of investment advice.
Series 65
Roanoke, VA
BanksChannel Advisors, LLC
Andrew Sherman is a financial advisor with BanksChannel Advisors, LLC, an independent firm based in Roanoke, VA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has been with BanksChannel Advisors since 2012 and has been active in the financial field since 2001. BanksChannel Advisors provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm uses model portfolios primarily composed of low-cost index funds and ETFs, tailored to clients’ risk tolerance, goals, and time horizons, with an emphasis on diversification, reducing drawdowns, and tax efficiency. It is notable for serving charitable organizations and offering consulting services to plan sponsors and unaffiliated registered advisers.
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