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THE DAVENPORT FINANCIAL GROUP, INC.
CRD 282200
267 REGENCY RIDGE DRIVE, DAYTON, OH, 45459, United States
Phone
937-298-3113
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.7M
Discretionary AUM
$21.7M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $19.4M |
| High net worth individuals | 1 | $2.0M |
| Pension/profit sharing plans | 1 | $162K |
| Charitable organizations | 1 | $143K |
All web addresses on file
Official SEC filing: View on IAPD