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$21.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
141 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2016
- Office Locations
- 1
Office Locations
267 Regency Ridge Drive Dayton OH
About THE Davenport Financial Group, Inc.
THE Davenport Financial Group, Inc. is a Dayton-based RIA. The firm has been operating for 10 years. Managing $21.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI.
Team overview
41 AVG AGE
$21.7M AVG AUM / ADVISOR
$154.2K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CORY MATTHEW DAVENPORT
President
- CRD
- #4750954
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,736,638 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,736,638 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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