Davenport Wealth Advisors

Overview

Davenport Wealth Advisors is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees, and the adviser reports no formal ESG investing program. Investment activity is concentrated in pooled public vehicles rather than direct-stock portfolios or large alternative allocations. The RIA’s model favors advisory and planning services with an emphasis on using third‑party mutual funds to construct client portfolios. The firm maintains a non-discretionary posture across its reported assets, indicating clients generally retain trading authority while Davenport Wealth Advisors provides advice and model guidance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices