DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

Overview

Davenport Watts & Drake Investment Advisors, LLC is an independent, SEC-registered RIA (registered in 2022) that provides financial planning and discretionary portfolio management focused on individual, family, and smaller institutional clients. The firm operates as an LLC under single ownership and also conducts insurance brokerage. Its advisory work emphasizes fee arrangements tied to a percentage of assets under management as well as fixed-fee engagements. The firm is not positioned as a capital allocator in the sense of acting primarily as a fund-of-funds manager, but it does employ third-party managers and external investment vehicles within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices