D
Davenport Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,135,289
Clients
66
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
Very HighAverage account size
$411,141
About
The firm provides non-discretionary portfolio management and financial planning to individual clients, including high-net-worth individuals. Services emphasize tailored, risk-based allocations implemented primarily with mutual funds and ETFs and include periodic rebalancing and written plan deliverables.
Its investment approach is long-term and grounded in modern portfolio theory, using model portfolios and a preference for passive funds with a small-cap and value tilt. The firm generally delivers advice on a non-discretionary basis, conducts due diligence before recommending third-party managers, and adjusts asset allocation as client circumstances change.
What is noteworthy is that virtually all reported assets under management are non-discretionary, and the firm does not take custody, exercise trading discretion, or vote client proxies—practices that diverge from many peers. Operationally, the adviser relies on an external turnkey provider for portfolio accounting, fee billing, and back-office functions and also offers one-time comprehensive financial planning engagements as an alternative to ongoing management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Fee options
One-time comprehensive financial planning consultation for a negotiable fee of $20,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Main office location
Davenport Wealth Advisors
Castro Valley CA, United States
Number of offices
1
Most active in
Davenport Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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