The Davenport Financial Group, Inc.

Overview

The Davenport Financial Group, Inc. is an independent, Ohio-based registered advisory corporation that serves both individual/family and institutional clients. The firm operates as a fee-based advisor, charging either a percentage of assets under management or fixed fees, and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. As an owner-operated practice that identifies itself as a capital allocator, the firm sources and allocates to outside managers rather than relying solely on in‑house proprietary products. The Davenport does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices