Davenport & Company LLC

Davenport & Company LLC is an independent investment and wealth management firm headquartered in Richmond, Virginia. It dates back to 1863 and is owned by its employees, with financial advisers serving private clients and institutions.

What Davenport & Company LLC does

• Investment advice: research-based guidance and portfolio management for the long term.
• Financial planning: planning for future goals with a personal adviser.
• Donor advised programme: a charitable giving vehicle run by the firm.
• Tax planning resources: a yearly tax planning guide and key dates for clients.
• Market commentary: regular updates on how equity markets are moving.
• Online account access: Davenport Online for viewing accounts and receiving documents electronically.

Who it serves

The firm serves individuals and institutions, often across several generations of the same family, through advisers who can be found by location.

Key facts

• Based in: Richmond, Virginia, USA
• Founded: 1863
• Ownership: independent and employee-owned
• Recognition: workplace awards from Virginia Business magazine and Business North Carolina magazine over several years
• Community work: Davenport Shares, a staff-run programme supporting local charities
• Office move: headquarters relocating to Richmond's Near West End in the second half of 2027