Davenport & Co

Davenport offers Concentrated Small and Mid Cap Funds, also available in SMA format, with mutual fund investing involving potential principal loss.

Davenport partners with CareTeam Health to operate an onsite health center for employees and their families, opened in 2018.

The Davenport Mobile App lets clients access account information, set up watch lists, view market data, and deposit checks via mobile.

The 2026 third-quarter stock market update highlights mixed performance driven by oil prices, interest rates, and artificial intelligence.

The company introduces two new ETFAdvisor models: one for long-term growth using passive and active ETFs, and another for maximizing fixed-income returns.

The Davenport Value & Income Fund follows a dual strategy of value investing and dividend-based income growth, launched in 2001.

*Letters prior to Q2 2025 only contain FundAdvisor.

The firm plans to relocate its headquarters to Richmond’s Near West End in late 2027 to enhance client experience and workplace culture.

Davenport & Company is advisor-owned, advisor-led, and independent, with advisors making up 70% of its board and owning 70% of the firm.

Davenport & Company, founded in 1863, is an employee-owned financial firm known for continuous improvement and serving diverse clients.

Davenport & Company, an employee-owned firm since 1863, provides wealth management, brokerage, and retirement planning in Virginia and the mid-Atlantic.

The company examines ESG investing’s growth and conducts research to assess its merits and integration into asset management.

The Davenport Balanced Income Fund (DBALX) provides a lower volatility investment option focused on balancing current income with long-term moderate capital appreciation.

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Davenport Online Support provides email and phone assistance Monday through Friday, 9 a.m. to 5 p.m. ET.

Davenport & Company provides timeless wealth management, rooted in investment research and personal service, as an independent, employee-owned firm.

Davenport uses Pershing LLC as its clearing firm for securities but allows clients to direct brokerage to other firms.

The page lists regulatory disclosures, including ADV Part 2A, business continuity plans, and fee schedules for Davenport’s advisory services.

Client Disclosures and Helpful Resources Statement of Financial Condition Prospectus Download

Davenport provides SEC Rule 605 order execution reports to help investors evaluate trade speed and quality.