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Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-07
VA RA APPROVED 1997-01-16
  • TX RA
    APPROVED_RES
    Since 2023-11-07
  • VA RA
    APPROVED
    Since 1997-01-16

Branch Locations

915 East High Street Suite 401, Charlottesville, VA 22902 • United States

Charlottesville, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davenport & Company Llc Charlottesville VA 02/1990 Present
#Ia Davenport & Company Llc Charlottesville VA 01/1997 Present
  • 02/1990 → Present
    Charlottesville, VA
  • 01/1997 → Present
    #Ia Davenport & Company Llc
    Charlottesville, VA
Other Businesses

Mariner's Landing - The Pointe Condominium Unit Owners Association - not investment related - Pointe CUOA Board President-guide the financial and physical obligations of the property in order to maintain or elevate its overall standing. Approximate # of hours/month you devote to this outside activity during non-business hours 6-10. Approximate # of hours/month you devote to this outside activity during business hours 1-5.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-06
S63 Uniform Securities Agent State Law Examination 1985-10-25
  • S65 Uniform Investment Adviser Law Examination
    1992-04-06
  • S63 Uniform Securities Agent State Law Examination
    1985-10-25
Other Names
  • Bob Forsyth

View on SEC IAPD

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