DAVENPORT & COMPANY LLC

Latest filing: May 29, 2025 (39 days ago)

View on IAPD

Adviser Website

Adviser

AUM

$22,474,315,624

16% change vs. 1 year ago

8% change vs. 3 years ago

59% change vs. 5 years ago

160% change vs. 10 years ago

Employee Count

507

3% change vs. 1 year ago

7% change vs. 3 years ago

13% change vs. 5 years ago

24% change vs. 10 years ago

Main Office

RICHMOND, VA

ONE JAMES CENTER, RICHMOND, VA, UNITED STATES, 23219

Client AUM

Discretion	AUM
Discretionary	$21.8
Non-Discretionary	$0.7
Total	$22.5

Client	AUM
Retail	$15.7
Pooled	$4.8
Institutional	$1.9
Total	$22.5

Retail	Accounts	AUM
Individual	10,627	$3.6
Average Individual AUM		$339,245
HNW	5,037	$12.1
Average HNW AUM		$2,410,140
Retail Total	15,664	$15.7
Average Retail AUM		$1,005,173

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
PERSHING LLC	JERSEY CITY-NJ-USA	$15.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$17.6
Retail SMA AUM	$15.7
Institutional SMA AUM	$1.9

Asset Class	%	AUM
Equity Exch	62%	$10.9
Equity Non-Exch	1%	$0.2
Govt Agency	1%	$0.2
Municipal	1%	$0.2
Sovereign	0%	$0.0
IG Credit	3%	$0.5
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	12%	$2.1
Other Pools	14%	$2.5
Cash	6%	$1.1
Other	0%	$0.0
Total	100%	$17.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

65 active

Name	Title
BEALL, MICHAEL SUNDERLAND IAPD Broker	EXECUTIVE VP, DIRECTOR
BROWN, EDWARD TRIGG JR IAPD Broker	EVP, DIRECTOR
HOOPER, LUCY WILLIAMS IAPD Broker	EXECUTIVE VP, DIRECTOR
MIZELL, ROBERT FRANCIS IAPD Broker	EVP, DIRECTOR
RICHMOND, ANN MINORNUCKOLS IAPD Broker	SVP, MANAGING DIRECTOR, TREASURER, AND PRINCIPAL OPERATIONS OFFICER
ROSE, DAVID PETER IAPD Broker	SVP, DIRECTOR
VALENTINE, HENRY LEE III IAPD Broker	SVP, DIRECTOR
WORTHAM, COLEMAN III IAPD Broker	CHAIRMAN, DIRECTOR
ACKERLY, JOHN PAUL IV IAPD Broker	SVP, DIRECTOR
BARKSDALE, WILLIAM RANDOLPH IV IAPD Broker	MANAGING DIRECTOR
DOLAN, RICHARD EDWARD III IAPD Broker	MANAGING DIRECTOR
TAYLOR, TIMOTHY STEWART IAPD Broker	MANAGING DIRECTOR
KANE, MICHAEL JOSEPH DAVID IAPD Broker	MANAGING DIRECTOR
ROGERS, COURTNEY EDWARD IAPD Broker	SVP, DIRECTOR
CRAWLEY, JAMES EDWARD IAPD Broker	MANAGING DIRECTOR
ALLBURN, SEAN JAMES IAPD Broker	MANAGING DIRECTOR
ANDERSON, DAVID CHARLES IAPD Broker	DIRECTOR
GREGORY, KENNETH STUART IAPD Broker	SVP, MANAGING DIRECTOR
VALENTINE, EUGENE MASSIE JR IAPD Broker	MANAGING DIRECTOR
TERZIMEHIC, EDIN NMN IAPD Broker	VP, ROSFP
PAUCKE, JOSEPH WALTER IAPD Broker	SVP, DIRECTOR
BOLL, KEVIN GEORGE JR IAPD Broker	SVP, DIRECTOR
SMITH, GEORGE LEVIN IAPD Broker	SVP, DIRECTOR
CHAPMAN, IRVING LEE IV IAPD Broker	PRESIDENT, CEO, DIRECTOR
HERSHEY, WILLIAM ROBERTSON BEVERLEY IAPD Broker	SVP, DIRECTOR, CFO, FINOP AND PRINCIPAL FINANCIAL OFFICER
COLE, EDWARD FISCUS III IAPD Broker	SVP, DIRECTOR
GEHO, HARRISON MONCURE IAPD Broker	MANAGING DIRECTOR
BALLOWE, HYLAH BOYD IAPD Broker	MANAGING DIRECTOR
MANDERSKI, THERESA J IAPD Broker	CHIEF COMPLIANCE OFFICER - BD, SVP, AML COMPLIANCE OFFICER
GALLIHUGH, MAUREEN ANN IAPD Broker	MANAGING DIRECTOR
RAY, JOEL MASON IAPD Broker	SVP DIRECTOR
WATSON, BRADLEY LAWRENCE IAPD Broker	SVP DIRECTOR
GANSMAN, JOHN ROBERT IAPD Broker	MANAGING DIRECTOR
HAMILTON, HARRY WAYNE III IAPD Broker	MANAGING DIRECTOR
PRILLAMAN, GRAYSON BISHOP IAPD Broker	MANAGING DIRECTOR
SANDERSON, JAMES EDWARD IAPD Broker	SVP, DIRECTOR
WAGNER, ARIC NORMAN IAPD Broker	MANAGING DIRECTOR
JARRETT, VIRGINIA BARTON IAPD Broker	MANAGING DIRECTOR
PRICE, THOMAS WINSTON IAPD Broker	MANAGING DIRECTOR
SULANKE, GEOFFREY ADAM IAPD Broker	MANAGING DIRECTOR
BRIGULIO, JR., BRIAN MITCHELL IAPD Broker	SVP, DIRECTOR
LAUX, KYLE A IAPD Broker	SVP, DIRECTOR
MASON, JOSEPH D IAPD Broker	SVP, DIRECTOR
SEVERT, TAMMY RENE IAPD Broker	SVP, DIRECTOR
KOOCH, ROLAND MARION JR IAPD Broker	DIRECTOR
MCELHANEY, JON TAYLOR IAPD Broker	DIRECTOR
MCDONALD, THOMAS RAMEY IAPD Broker	DIRECTOR
OMOHUNDRO, JEFFREY FLOYD IAPD Broker	DIRECTOR
OWEN, RICHARD GAILLARD IAPD Broker	DIRECTOR
PEARSON, CHRISTOPHER GLENN IAPD Broker	DIRECTOR
WELLFORD JR, TEN EYCK THOMPSON IAPD Broker	DIRECTOR
TRICE, FRANKLIN ALEXANDER IAPD Broker	DIRECTOR
CROCKETT, HOLLY RAY IAPD Broker	SVP, DIRECTOR
CASON, SHANE M IAPD Broker	DIRECTOR
DUNWODY, DAVID GOATER IAPD Broker	DIRECTOR
CROWDER, ALISON SANDERS IAPD Broker	CHIEF COMPLIANCE OFFICER - IA, VP
FRAM, FREDERICK GORDON IAPD Broker	CHIEF ADMINISTRATIVE OFFICER, DIRECTOR
DAVIS, WILLIAM ISAAC IAPD Broker	DIRECTOR
KEHLENBECK, VIRGINIA WORTHAM IAPD Broker	DIRECTOR
PISCITELLI, JOHN ANTHONY IAPD Broker	DIRECTOR
YOUNG, ARMISTEAD C IV IAPD Broker	DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

302 active representatives found, showing 20 random

Name	City	State	Exams	Designations
LINDSAY ST. PETER	RICHMOND	VA	S66\|2018-09-19
CHRISTOPHER LAROCCA	RICHMOND	VA	S63\|2002-12-12\|S66\|2007-02-16
VIRGINIA JARRETT	RICHMOND	VA	S63\|1984-10-15\|S66\|2000-07-25
JOHN TRIGG	RICHMOND	VA	S66\|2021-04-30
SHERRY GERMAIN	RICHMOND	VA	S63\|1988-11-17\|S65\|1996-02-12
ALISON CROWDER	RICHMOND	VA	S65\|2020-07-21
RENITA YOON	RICHMOND	VA	S66\|2018-10-01
BRIAN O'NEAL	RICHMOND	VA	S63\|2004-11-05\|S65\|2005-03-11
THOMAS WATSON	RICHMOND	VA	S65\|2022-09-24\|S63\|2022-09-29
SEAN ALLBURN	RICHMOND	VA	S63\|1995-05-24\|S65\|1995-07-07
MARY DAVIS	RICHMOND	VA	S63\|1991-01-25\|S65\|1994-06-08	CERTIFIED FINANCIAL PLANNER
KELLEY TYGER	RICHMOND	VA	S66\|2021-01-05
BRETT WATSON	RICHMOND	VA	S63\|1992-07-08\|S65\|1992-08-12
PAMELA HODGES	RICHMOND	VA	S66\|2024-03-30
MICHAEL FLYNN	RICHMOND	VA	S63\|1996-08-20\|S66\|2024-03-15
JOHN GANSMAN	RICHMOND	VA	S63\|1993-10-06\|S65\|1995-08-18
JAMESON EDDY	RICHMOND	VA	S66\|2005-03-24
EVELYN ECKSTROM	RICHMOND	VA	S66\|2021-06-29
TAMMY SEVERT	RICHMOND	VA	S66\|2001-10-16
KIMBERLEY SKOWYSZ	RICHMOND	VA	S63\|2005-09-19

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-06-02	$22.5	$0.0	0%	507	0	0%
2025-04-21	$22.5	$0.0	0%	507	0	0%
2024-04-02	$19.3	$3.1	16%	494	13	3%
2023-04-04	$16.6	$5.9	35%	478	29	6%
2022-04-01	$20.8	$1.6	8%	476	31	7%
2021-04-05	$16.1	$6.4	40%	447	60	13%
2020-04-01	$14.1	$8.3	59%	450	57	13%
2019-04-01	$11.7	$10.8	92%	441	66	15%
2018-04-02	$12.7	$9.7	76%	451	56	12%
2017-04-01	$10.4	$12.1	116%	433	74	17%
2016-04-01	$8.4	$14.0	166%	410	97	24%
2015-04-01	$8.7	$13.8	160%	410	97	24%
2014-04-01	$7.1	$15.3	215%	410	97	24%
2013-04-01	$5.3	$17.1	321%	435	72	17%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

VA, AK-03/26/2015, AL-03/28/2006, AR-03/19/2008, AZ-01/06/2006, CA-02/10/1998, CO-12/03/2004, CT-10/21/1997, DC-04/28/2003, DE-01/23/2006, FL-12/31/1984, GA-05/19/1997, HI-01/11/2010, IA-11/27/2012, ID-03/19/2008, IL-12/21/2000, IN-03/19/2008, KS-03/19/2008, KY-12/03/2004, LA-01/11/2010, MA-01/10/2000, MD-01/01/1991, ME-03/28/2006, MI-12/01/1999, MN-03/18/2010, MO-03/28/2006, MS-03/27/2004, MT-11/27/2012, NC-12/11/2000, ND-03/26/2015, NE-03/18/2010, NH-03/19/2008, NJ-02/20/2003, NM-03/19/2008, NV-03/26/2015, NY-02/20/2003, OH-01/28/2002, OK-03/18/2010, OR-03/19/2008, PA-05/22/2003, RI-03/18/2010, SC-08/20/1987, SD-03/26/2015, TN-02/07/2000, TX-03/31/1997, UT-03/27/2009, VA-07/06/1987, VT-03/19/2008, WA-03/21/1990, WI-03/18/2010, WV-03/27/2004, WY-03/15/2018

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
EDUCATIONAL WORKSHOPS

OTHER ACTIVITIES

BROKER DEALER
INSURANCE AGENT
MUNICIPAL ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV