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John Davenport Jr.

Advisor at Davenport PBH LLC

Updated today

Location

Inlet Beach, FL 32461

Credentials

Series 63, Series 65

Industry experience

5 years

About

John Davenport Jr. is a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.

Client services

Based on Davenport PBH LLC

Manage a stock fund

Expertise

Based on Davenport PBH LLC

Active portfolio management

Fee options

Percentage

1.50% annually, charged as 0.375% at the beginning of each calendar quarter

Performance-based

7.5% incentive fee on capital gains or appreciation allocated annually to the General Partner if fund value exceeds prior year end value

Other

Account minimum: $100,000 initial investment minimum; no minimum for additional investments

Location

137 Roundwood Dr

Inlet Beach, FL 32461

Most active in

Florida · New York

Work history

Private Investor/Trader

2021 - Present (5 years)

YieldStreet

2020 - 2021 (1 year)

RBC Capital Markets

2017 - 2020 (3 years)

RBC Capital Markets

2016 - 2016 (1 year)

Columbia University in the City of New York

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Annuities Real estate investing
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Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

General estate planning guidance Cash flow / budgeting
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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Joshua V

Series 63, Series 65, Series 66

Santa Rosa Beach, FL

Houndstooth Investment Management

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to founding his firm, he worked in retail management at Vineyard Vines and serves as an assistant hockey coach at Father Ryan High School. He combines his financial advisory role with these activities outside the industry. Houndstooth Investment Management provides portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and both long- and short-term trading strategies, including higher-risk approaches, with individualized Investment Policy Statements guiding account management.

Options & derivatives strategies Active portfolio management
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Barry H

ChFC®, Series 63

Panama City Beach, FL

The Hatton Financial Group, LLC

Barry Hatton is a financial advisor with The Hatton Financial Group, LLC in Panama City Beach, FL. He holds the ChFC® designation and a Series 63 license, and has 38 years of industry experience. Hatton has been associated with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on written comprehensive and limited-scope plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities and generally refers clients to third-party investment managers for asset management.

General retirement planning
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