SourcingSourcing

DAVENPORT & COMPANY LLC

C29
CRD 1588·SEC 801-13057·RICHMOND, VA
AUM
$24.70B
$1B+
Est. Revenue
$247.0M
@ 1% on AUM
Est. EBITDA
$74.1M
@ 30% margin
Est. Deal Value
$592.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVENPORT & COMPANY LLC
CRD
1588
SEC file #
801-13057
EIN
000000000
DBA names
—

Economics

AUM
$24.70B
AUM band
$1B+
AUM trajectory
'20'26
$11.72B → $24.70B▲ +111%
Client mix
Individuals Other11,188
Individuals High Net Worth5,667
Charitable Organizations595
Pension Profit Sharing Plans114
Corporations98

Operations

Employees (total)
525
Advisory staff (per ADV)
228
Advisory staff (5-yr trend)
'20'26
190 advisors → 228 advisors▲ +20%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
linkedin.com/company/davenport-&-company-llc(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVA CORP.
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
71
Control Persons
DAVA CORP.
DAVENPORT & CO. OF VIRGINIA,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:davenport.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
23
Form 5500 Total Participants
1,082
Form 5500 Total Compensation
614,907
Form 5500 Compensation Trajectory 3y
2025560,634
202654,273
20240
Form 5500 Plan Count Trajectory 3y
202520
20242
20261
Schedule C Total Compensation
614,907
Schedule C Service Provider Rows
23

SEC EDGAR

Edgar Cik
0000887777
Edgar Registered
Yes
Edgar Filing Count
359
Edgar First Filing Date
1999-07-08
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
124
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0000887777-26-000010
Edgar Former Names
DAVENPORT & CO OF VIRGINIA INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
33
Bc Firm IAR Count
50
Custodian Candidates
Full
Pershing16
E*trade4
Edgar Addresses
Mailing
ONE JAMES CENTER901 E CARY STREET STE 1100RICHMOND, VA 23219
Business
ONE JAMES CENTER901 E CARY STREET STE 1100RICHMOND, VA 23219
Edgar EIN
000000000
Edgar Recent Filings
MA/A2026-05-01 · 0000887777-26-000012
MA/A2026-04-20 · 0000887777-26-000011
Fee Schedule
Bracket I60
Bracket Ix15
Bracket X13
Bracket Xi6
Bracket Vi3
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (107)

107
LAUX, KYLE A
IAR · Executive Officer · 2.5%
4550086
WELLFORD JR, TEN EYCK
IAR · Executive Officer · 2.5%
4985143
DOLAN, RICHARD EDWARD III
IAR · Executive Officer · 2.5%
2348347
ACKERLY, JOHN PAUL IV
IAR · Executive Officer · 2.5%
2460550
KOOCH, ROLAND MARION JR
IAR · Executive Officer · 2.5%
2382419
SMITH, GEORGE LEVIN
IAR · Executive Officer · 2.5%
2988110
BALLOWE, HYLAH BOYD
IAR · Executive Officer · 2.5%
2533434
WORTHAM, COLEMAN
IAR · Executive Officer · 2.5%
5803488
KEHLENBECK, VIRGINIA WORTHAM
IAR · Executive Officer · 2.5%
4555885
BROWN, EDWARD TRIGG JR
Executive Officer · 2.5%
850295
CHAPMAN, IRVING LEE IV
Executive Officer · 2.5%
2489697
FRAM, FREDERICK GORDON
Executive Officer · 2.5%
1701062
GALLIHUGH, MAUREEN ANN
Executive Officer · 2.5%
1125521
HERSHEY, WILLIAM ROBERTSON
Executive Officer · 2.5%
2909345
HOOPER, LUCY WILLIAMS
Executive Officer · 2.5%
733228
MCELHANEY, JON TAYLOR
Executive Officer · 2.5%
2883725
MIZELL, ROBERT FRANCIS
Executive Officer · 2.5%
1836694
PEARSON, CHRISTOPHER GLENN
Executive Officer · 2.5%
4979730
PRICE, THOMAS WINSTON
Executive Officer · 2.5%
2895319
WATSON, BRADLEY LAWRENCE
Executive Officer · 2.5%
2415210
WORTHAM, COLEMAN III
Executive Officer · 2.5%
472921
ALLBURN, SEAN JAMES
Executive Officer · 2.5%
2605269
ANDERSON, DAVID CHARLES
Executive Officer · 2.5%
2312279
BARKSDALE, WILLIAM RANDOLPH IV
Executive Officer · 2.5%
720050
BOLL, KEVIN GEORGE JR
Executive Officer · 2.5%
2881689
BRIGULIO, JR., BRIAN MITCHELL
Executive Officer · 2.5%
4970410
CAPSHAW, WILLIAM D II
Executive Officer · 2.5%
5725314
CASON, SHANE M
Executive Officer · 2.5%
4500533
COLE, EDWARD FISCUS III
Executive Officer · 2.5%
4146443
CRAWLEY, JAMES EDWARD
Executive Officer · 2.5%
1776949
CROCKETT, HOLLY RAY
Executive Officer · 2.5%
1682414
CROWDER, ALISON SANDERS
Executive Officer · 2.5%
6658906
FERRELL, LEAVENWORTH MCGILL II
Executive Officer · 2.5%
4578007
FREEMAN, STEVEN RUSSELL
Executive Officer · 2.5%
1574425
GANSMAN, JOHN ROBERT
Executive Officer · 2.5%
2382152
GEHO, HARRISON MONCURE
Executive Officer · 2.5%
2361637
GRAGNANI JR, ROBERT A
Executive Officer · 2.5%
5098764
GREGORY, KENNETH STUART
Executive Officer · 2.5%
1160002
HALL, HEATHER BLACKSTON
Executive Officer · 2.5%
3240534
HAMILTON, HARRY WAYNE III
Executive Officer · 2.5%
1345514
LOMBARD, JOSEPH ANTHONY III
Executive Officer · 2.5%
4013073
MCCRAY, AUDREY LUNSFORD
Executive Officer · 2.5%
1526231
OMOHUNDRO, JEFFREY FLOYD
Executive Officer · 2.5%
2155707
OWEN, RICHARD GAILLARD
Executive Officer · 2.5%
1197506
PAUCKE, JOSEPH WALTER
Executive Officer · 2.5%
1208500
PISCITELLI, JOHN ANTHONY
Executive Officer · 2.5%
1359023
POSNER, DAVID JOSEPH
Executive Officer · 2.5%
6134514
POTTER, JEFFREY DAVID
Executive Officer · 2.5%
6314134
PRILLAMAN, GRAYSON BISHOP
Executive Officer · 2.5%
2707727
REUSS, PETER LAWRENCE
Executive Officer · 2.5%
2681772
RICHMOND, ANN MINORNUCKOLS
Executive Officer · 2.5%
2144754
ROGERS, COURTNEY EDWARD
Executive Officer · 2.5%
2237168
ROSE, DAVID PETER
Executive Officer · 2.5%
1288846
RULLMAN, NATHANIEL H
Executive Officer · 2.5%
5897465
SANDERSON, JAMES EDWARD
Executive Officer · 2.5%
4886781
SEVERT, TAMMY RENE
Executive Officer · 2.5%
3020053
STRATTON, JONATHAN AUBREY
Executive Officer · 2.5%
4808131
SULANKE, GEOFFREY ADAM
Executive Officer · 2.5%
4808910
TAYLOR, TIMOTHY STEWART
Executive Officer · 2.5%
1492229
TERZIMEHIC, EDIN NMN
Executive Officer · 2.5%
4634023