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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
About Devore Financial Advisors LLC
DeVore Financial Advisors is a California-based advisory firm providing financial planning, investment management, and consulting, led by President Laura DeVore. The firm emphasizes fiduciary advice and a financial-science approach, with portfolios largely implemented using ETFs alongside public funds and municipal/government bonds. Partners include Charles Schwab, eMoney, and Dimensional Fund Advisors.
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Owner & Executives
BRENTON LLOYD DEVORE
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2508056
- Ownership
- 50% but less than 75%
LAURA TRAVIS DEVORE
Financial Advisor, General Partner, President
- CRD
- #1690517
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,921,433 | -- |
| Non-Discretionary | $150,250 | -- |
| Total | $51,071,683 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,071,683
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $434,437,504 | 28.7% |
| Public Funds | $363,292,686 | 24.0% |
| Municipal Bonds | $192,242,380 | 12.7% |
| U.S. Government/Agency | $248,250,002 | 16.4% |
| Corporate - Investment Grade | $275,496,954 | 18.2% |
| Total | $1,513,719,526 | 100.0% |