RIA Intel›Advisers›North Carolina›COLHOUN, ROBINS, DAVENPORT & CO., LLC

COLHOUN, ROBINS, DAVENPORT & CO., LLC

Advisory

N·WINSTON-SALEM, NC

Data as of Mar 20, 2015 · Source: SEC Form ADV

Total AUM

$119M

1-Year AUM Growth

+1.1%

3-Year CAGR

+8.1%

Employees

2

Assets Under Management

Total AUM$119M

Discretionary AUM$67M

Non-Discretionary AUM$52M

Discretionary %56.6%

Total Clients—

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingNov 13, 2006

Latest FilingMar 20, 2015

🔒 Full AUM trend chart and 14 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COLHOUN, ROBINS, DAVENPORT & CO., LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.