SEC Form ADV

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

Firm profile: Davenport Watts & Drake Investment Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMS

$157.1M

Assets Under Management

355

Total Clients

Employees

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Registration Details

Accession: CRD-127506
Location: RIDGELAND, MS
Filing Date: April 16, 2026
AUM: $157.1M
Total Clients: 355
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC is a registered investment adviser headquartered in RIDGELAND, MS, managing approximately $157.1M in assets across 355 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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