DAVENPORT CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 159785
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Davenport Capital Management, LLC is a limited liability company that operates primarily as a broker-dealer. The firm focuses on providing portfolio management services for individuals and small businesses, along with the selection of other advisers. With a client base that consists mainly of individuals and families, Davenport Capital Management employs a fee structure based on a percentage of assets under management. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Derivatives5%
Contacts
1 of 1JOHN DAVENPORT
Managing MemberCRD 1232732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 197 Molino Ave
- Time zone
- PT (UTC-8)
- Office locations
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