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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- ZenithInsight vector +more
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
About Davenport Capital Management, LLC
Davenport Wealth Management provides comprehensive financial planning and wealth management for individuals, families, and businesses, including retirement, tax planning, charitable planning, and education funding. They build diversified, risk-focused portfolios and implement primarily ETF-based SMA strategies, with custody relationships including Schwab. Emphasis is on long-term, multigenerational client relationships.
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Owner & Executives
JOHN LLOYD DAVENPORT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1232732
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $141,000,000 | -- |
| Total | $145,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $145,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,769,724,092 | 44.0% |
| Derivatives | $2,252,376,118 | 56.0% |
| Total | $4,022,100,210 | 100.0% |