Kilmarnock, VA Office

Team
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Davenport & Company LLC logo

Davenport & Company LLC

Enterprise

Firm-wide stats for Davenport & Company LLC

Total advisors

339

Across 35 offices

Clients per advisor

50 Low

Avg AUM per client

$1,062,051 High

HNW client ratio

34% High

About

Davenport serves individual and institutional clients—including banks, pension and profit‑sharing plans, trusts, estates, nonprofits and corporations—offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Its Investment Advisory division provides separately managed accounts, model delivery to third‑party platforms, financial planning, and other advisory programs.

The firm’s asset management is organized around dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that constructs and monitors strategies across SMAs, mutual fund sleeves, ETF model portfolios (ETFAdvisor), and unified managed accounts (DavenportONE). Davenport is the adviser to six Davenport mutual funds (including Core Leaders, Value & Income, and Equity Opportunities) and manages fixed‑income sleeves that include investment‑grade taxable and municipal bond strategies and ETFs.

Davenport’s combination of an affiliated broker‑dealer and a full advisory platform means it continues to offer fee‑and‑commission and limited commission‑based account options while also acting as adviser to its mutual funds and providing public finance/municipal services and municipal bond strategies. The brochure discloses third‑party payments and clearing‑related revenue and describes measures to address conflicts (for example, rebating 12b‑1 fees in advisory accounts); the firm is structured as an employee‑owned company with a long history dating to 1863.

Based on Davenport & Company LLC

Expertise

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management

Based on Davenport & Company LLC

Occupation focus

Founder/Business Owner Retired

Based on Davenport & Company LLC

Location

141 Technology Park Drive

Kilmarnock VA 22482

Advisors at this office

10

Advisors at this office

user avatar

Joshua L

CFP®, Series 66

Kilmarnock, VA

Davenport & Company LLC

Joshua Long is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Davenport & Company LLC since 2020 and previously spent four years at Christopher Newport University. Outside of his advisory role, he serves as Treasurer for the Millburn Property Owners Association. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Bryce F

Series 66

Kilmarnock, VA

Davenport & Company LLC

Bryce Fulford is a financial advisor at Davenport & Company LLC in Kilmarnock, VA. He holds a Series 66 credential and has recently entered the industry with experience beginning in 2026. Prior to joining Davenport, he held roles at ADP, The United Management Company, and was involved with The College of William and Mary and Mathews Family YMCA. Davenport & Company LLP serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a focus on dedicated portfolio management teams and a variety of advisory programs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Pamela H

Series 66

Kilmarnock, VA

Davenport & Company LLC

Pamela Hodges is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and advisory programs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Maeghaen E

Series 66

Kilmarnock, VA

Davenport & Company LLC

Maeghaen Eley is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2018. Prior to her career in finance, she was involved with Ross's Fine Jewelers, Sandpiper Restaurant, Health Harvest Food Bank, and Two Rivers Communications. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and multiple advisory programs, with offerings such as separately managed accounts and mutual funds.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Kimberly B

Series 66

Kilmarnock, VA

Davenport & Company LLC

Kimberly Bennett is a financial advisor at Davenport & Company LLC with a Series 66 credential and has been with the firm since 2025. She previously worked for 17 years at Washington International School. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s advisory division provides separately managed accounts, model delivery, financial planning, and other programs supported by dedicated portfolio management and research teams.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

John B

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

John Black III is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, he serves as President and CEO of Black Family Investments LLC, a real estate investment and rental business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of advisory programs and mutual funds through dedicated portfolio teams and combines brokerage and advisory platforms within an employee-owned structure.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Willis H

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

Willis Hudgins is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1992. Outside of his advisory work, he is involved in oyster cultivation, funding the planting of wild oysters in Virginia. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based investment approach and manages a variety of portfolios, including mutual funds and separately managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

John W

Series 63, Series 65, Series 66

Kilmarnock, VA

Davenport & Company LLC

John Wallin is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Davenport since 2011. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts and model delivery through dedicated portfolio teams and research committees.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Brian M

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

Brian Manetz is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Davenport since 2008. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, public finance, and advisory services. The firm’s asset management platform features dedicated portfolio manager teams, an Investment Policy Committee, and manager research, offering strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Thomas C

Series 63, Series 65

Kilmarnock, VA

Davenport & Company LLC

Thomas Cho is a financial advisor at Davenport & Company LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2003. Cho serves as a Finance Committee Member for the Queens Lake Community and is Treasurer of Luke Messick Futbol Charities, Inc., where he assists with financial management. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
View complete list of advisors at this office
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