CRD: 127506
Davenport Watts & Drake Investment Advisors, LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2009
- Office Locations
- 2
Office Locations
About Davenport Watts & Drake Investment Advisors, LLC
Davenport Watts & Drake Investment Advisors is a fee-only RIA providing asset management and financial consulting for individuals, families, and businesses. The team builds comprehensive financial plans and supports retirement needs from IRAs to employer-sponsored plans. Portfolios emphasize asset allocation/diversification, periodic rebalancing, a long-term, tax-aware approach, and are custodied with providers such as Fidelity and Empower.
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Investment Themes
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Owner & Executives
TOM SAYRE DAVENPORT
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4483932
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HENRY M DRAKE JR
Investment Advisor
- CRD
- #5662406
Ellen McCool Hazlewood
--
- CRD
- #8234841
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,076,843 | $442,470 |
| Non-Discretionary | $0 | -- |
| Total | $157,076,843 | $442,470 |
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Separately Managed Accounts
Total SMA Asset: $157,076,843
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,971,650,316 | 36.9% |
| Public Funds | $4,187,691,502 | 52.0% |
| Cash | $893,911,071 | 11.1% |
| Total | $8,053,252,889 | 100.0% |