RIA Intel›Advisers›Ohio›THE DAVENPORT FINANCIAL GROUP, INC.

THE DAVENPORT FINANCIAL GROUP, INC.

Advisory

DAYTON, OH

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$122K

across 178 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients131

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

131 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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