Davenport Capital Management, LLC

Overview

Davenport Capital Management, LLC is a small, owner-operated investment adviser and broker-dealer that serves individual and family clients on a fee basis (percentage of AUM). The firm provides portfolio management for individuals and small businesses and performs selection-of-other-advisers activity, signaling a mix of direct management and third‑party manager allocation. Davenport identifies as a capital allocator rather than an asset manager that only runs in‑house strategies. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives