RIA Intel›Advisers›Virginia›DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

Advisory

N·RICHMOND, VA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$24.7B

1-Year AUM Growth

+16.6%

3-Year CAGR

+6.4%

Employees

228

Assets Under Management

Total AUM$24.7B

Discretionary AUM$23.9B

Non-Discretionary AUM$770M

Discretionary %96.9%

Total Clients16,512

Team

Total Employees228

Investment Advisers525

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record122

First FilingJan 16, 2001

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 122 historical filings spanning 25+ 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 DAVENPORT & COMPANY LLC

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