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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-28-1969
- Office Locations
- 28
Office Locations
About Davenport & Company LLC
Davenport & Company is an independent, employee-owned wealth manager founded in Richmond, VA in 1863, providing investment research-driven advice and portfolio management to individuals and institutions across generations. The firm emphasizes long-term fundamentals and personal service, publishes client resources (year-end planning, charitable giving, market commentary), and highlights safeguards designed to protect client assets. Operates across retail and institutional channels, with Pershing noted as a custodian.
Reported data analysis
What the numbers show
Between October 17, 2025 and July 27, 2026, reported AUM increased 9.9%, from $22.5B to $24.7B.
Across 5 reported observations, AUM increased 18.6% between December 22, 2022 and July 27, 2026, from $20.8B to $24.7B.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 228 advisory representatives and 17,808 clients, or 78.1 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 28 reported office locations and 57 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Davenport & Company LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN PAUL ACKERLY IV
Advisor, DIRECTOR
- CRD
- #2460550
- Ownership
- Less than 5%
SEAN JAMES ALLBURN
Advisor, DIRECTOR
- CRD
- #2605269
- Ownership
- Less than 5%
Showing 2 of 65 owners & executives
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STEPHEN THOMAS ABBOTT
Partner
- CRD
- #6404324
JASON MICHAEL ALFORD
Advisor
- CRD
- #5724133
Showing 2 of 390 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,929,304,065 | $1,000,975 |
| Non-Discretionary | $769,730,620 | $1,881,982 |
| Total | $24,699,034,685 | $1,015,794 |
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Separately Managed Accounts
SMA allocation detail is available
Davenport & Company LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Davenport & Company LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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