Davenport & Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated April 21, 2026, reports $24.7B in regulatory assets under management, 525 employees, 29 offices, and 24,315 accounts.
Assets Under Management
$24.7B
Employees
525
Offices
29 offices
Total Clients
17,724
Primary office
RICHMOND, VA
ONE JAMES CENTER, 901 EAST CARY STREET, SUITE 1100, RICHMOND, VA, United States
Top client segmentIndividuals represent 63.1% of total clients.
Top client categories% of clientsClients
1
Individuals
63.1%
11,188
2
HNWI
32.0%
5,667
3
Charitable
3.4%
595
4
Pension Plans
0.6%
114
5
Corporations
0.6%
98
Additional categories (<0.1%)
Government<5 clients
Pooled Investment Vehicles<5 clients
Insurance Cos.<5 clients
Investment Cos.<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24.7Bas of April 21, 2026
Discretionary96.9%
$23.9B
97% of total RAUM96.9%
Non-discretionary3.1%
$770M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$24.7B
Total Accounts24,315
10Y AUM Change+$14.3B (+137.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees525
Clients per Employee34:1
10Y Employee Change+92 (+21.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.