Davenport Capital Management, LLC
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 159785
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Davenport Capital Management, LLC is a limited liability company operating as a non-independent retail registered investment adviser with affiliated broker-dealer activity. The firm serves individual and family clients and charges advisory fees as a percentage of assets under management. It acts as a capital allocator and offers portfolio management for individuals and small businesses, and it selects third-party advisers as part of its advisory program. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Davenport is not newly formed and does not describe pension consulting or related-adviser arrangements in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Derivatives5%
Contacts
1 of 1John Davenport
Managing MemberCRD 1232732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 197 Molino Ave
- Time zone
- PT (UTC-8)
- Office locations
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