A complete list of active advisors currently associated with Davenport & Company LLC
Warmer can help you find a great advisor at Davenport & Company LLC or one who fits your needs even better.
Davenport serves a mix of individual and institutional clients, including banks, investment companies, pension and profit-sharing plans, ERISA accounts, trusts, estates and corporations. The firm provides asset management, retail brokerage, fixed income and public finance, investment banking and advisory services, model-delivery advisory services to third-party platforms, investment consulting, and financial planning, and it acts as advisor to several proprietary mutual funds. Investment programs are delivered through distinct strategies and managed-account options — for example Core Leaders, Value & Income, Equity Opportunities, ETFAdvisor, FundAdvisor, ManagerSelect, and DavenportOne — with portfolio manager teams supported by an Investment Policy Committee that meets regularly. Davenport implements discretionary and non‑discretionary solutions, uses individual bonds and ETFs in its fixed-income work, offers manager-of-managers access via Vestmark, and provides model portfolios to Platform Providers that are implemented on a non-discretionary basis. Several operational and business features distinguish Davenport from many peers: the firm operates as both an SEC-registered adviser and a registered broker‑dealer with public-finance and municipal underwriting activity, maintains a clearing relationship with Pershing that includes shared revenue arrangements and a multi‑year clearing agreement, and its advisors continue to sell insurance and other third‑party financial products and receive commissions in certain account types. The brochure also discloses that Davenport manages private funds with performance-based fees and has addressed municipal-related regulatory matters in prior SEC and FINRA actions.
To learn more about the advisors currently working at Davenport & Company LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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