Wealth Manager
    SEC Registered
    Manages Private Funds

    Davenport Watts & Drake Investment Advisors, LLC

    Registered investment advisor · Ridgeland, Mississippi · CRD #127506

    Assets Under Management
    $157M
    Client Accounts
    355
    Employees
    3
    CRD Number
    127506
    Registration
    SEC Registered

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

    About Davenport Watts & Drake Investment Advisors, LLC

    Davenport Watts & Drake Investment Advisors, LLC is a SEC-registered investment advisory firm headquartered in Ridgeland, Mississippi, managing approximately $157M in regulatory assets across 355 client accounts. The firm's full regulatory record is filed with the SEC under CRD #127506.

    Fee Structure

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

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    Frequently Asked Questions

    What is Davenport Watts & Drake Investment Advisors, LLC's AUM?

    Davenport Watts & Drake Investment Advisors, LLC reports approximately $157M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Davenport Watts & Drake Investment Advisors, LLC headquartered?

    Davenport Watts & Drake Investment Advisors, LLC is headquartered in Ridgeland, Mississippi.

    What is Davenport Watts & Drake Investment Advisors, LLC's CRD number?

    Davenport Watts & Drake Investment Advisors, LLC's CRD number is 127506. 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 Watts & Drake Investment Advisors, LLC manage?

    Davenport Watts & Drake Investment Advisors, LLC manages approximately 355 client accounts according to its latest SEC filing.

    Is Davenport Watts & Drake Investment Advisors, LLC SEC registered?

    Yes, Davenport Watts & Drake Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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