Wealth Manager
    SEC Registered
    Manages Private Funds

    Davenport & Company LLC

    Registered investment advisor · Richmond, Virginia · CRD #1588

    Assets Under Management
    $24.7B
    Client Accounts
    24,315
    Employees
    525
    CRD Number
    1588
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Davenport & Company LLC

    Davenport & Company LLC is an independent, employee-owned wealth management and financial advisory firm founded in 1863 in Richmond, Virginia, offering investment management, financial planning, and insurance services.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Davenport & Company LLC

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    Frequently Asked Questions

    What is Davenport & Company LLC's AUM?

    Davenport & Company LLC reports approximately $24.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Davenport & Company LLC headquartered?

    Davenport & Company LLC is headquartered in Richmond, Virginia.

    What is Davenport & Company LLC's CRD number?

    Davenport & Company LLC's CRD number is 1588. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Davenport & Company LLC manage?

    Davenport & Company LLC manages approximately 24,315 client accounts according to its latest SEC filing.

    Is Davenport & Company LLC SEC registered?

    Yes, Davenport & Company LLC is registered with the SEC as an investment adviser with an approved registration status.

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