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Davenport & Company LLC
       
 
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Davenport & Company LLC
 
 
Mission statement: 

Our mission is to serve our clients' best interests in pursuing their financial goals. We attract talented professionals who are guided by integrity and experience. Our firm fosters a collaborative environment in which time-tested principles are combined with current analytical tools to create investment strategies that serve our clients’ needs. Independent and employee-owned since 1863, Davenport & Company is a trusted financial advisor to generations of families and institutions.
Overview: 

Davenport is a full-service firm offering a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services.

Davenport, headquartered in Richmond, has branch offices located in Virginia, North Carolina, and Maryland. Our firm has over 425 associates, including more than 175 Investment Executives, and oversees billions in assets for clients. Its affiliate Davenport Trust Company was formed to be the trustee for its individual retirement accounts. Davenport & Company LLC is a New York Stock Exchange member firm, a member of the Financial Industry Regulatory Authority (FINRA), and a Registered Investment Advisor under the Investment Advisers Act of 1940.
History: 

In 1921, Coleman Wortham, Sr., a great-nephew of the original Charles Wortham, became president and bought a seat on the New York Stock Exchange. Davenport & Company persevered despite the stock market collapse in 1929 and the Great Depression that followed.

Although almost a century and a half have passed since Davenport & Company was established, the values and positive spirit that characterized the firm in the 1800’s live on today. Over the years, Davenport has continued to grow and now provides a wide range of investment brokerage and investment advisory services to its clients.

For more than a century, Davenport & Company has been evolving as a leading financial services company. We pride ourselves on listening carefully to our clients. Daring to innovate. And adapting to marketplace trends.
Member:  NYSE, FINRA, SIPC
Toll Free:  +1 800 846 6666


 
 
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