Raleigh, NC Office

Team
Updated today
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

3605 Glenwood Avenue, Suite 310

Raleigh NC 27612-3909

Advisors at this office

4

Advisors at this office

user avatar

Delaney G

Series 66

Raleigh, NC

Davenport & Company LLC

Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio teams and a manager research group.

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

Kayla W

Series 66

Raleigh, NC

Davenport & Company LLC

Kayla Woodard is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and a decade-long period of education before entering the financial services field. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. Their investment approach involves dedicated portfolio manager teams and a Manager Research team overseeing 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

James S

Series 63, Series 65

Raleigh, NC

Davenport & Company LLC

James Shearin is a financial advisor at Davenport & Company LLC in Raleigh, NC, with 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley. Shearin serves as chairman of the board for StepUp Ministry and is on the board of directors for TLC, a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio management teams and provides both fee-based and commission-based account options.

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

Faye S

Series 63, Series 65, Series 66

Raleigh, NC

Davenport & Company LLC

Faye Sprye is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding Series 63, Series 65, and Series 66 credentials with 40 years of industry experience. She has been with Davenport & Company since 2000. Outside of her advisory role, Sprye serves as the fundraising chair on the executive board of United Community Ministries, a nonprofit organization. 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 through dedicated portfolio manager teams and an Investment Policy Committee.

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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