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Davenport Watts & Drake Investment Advisors

Also known as davenport watts and drake

Wealth ManagerRidgeland, United StatesFounded 2003
$157M
Assets Under Management
Ridgeland
Headquarters
Investment Focus

About Davenport Watts & Drake Investment Advisors

Davenport Watts & Drake Investment Advisors, LLC is a fee-only financial services firm in Ridgeland, United States, founded in 2003 and managing about $157 million in assets. It offers asset management, retirement plan services and financial planning to a select group of individuals, families and businesses. Its stated core strategies are asset allocation, diversification, periodic rebalancing, a long-term perspective and minimizing income taxes. Client assets are held with investment custodians including Fidelity Investments, John Hancock and Empower. The firm also publishes a blog and a list of useful financial websites.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Davenport Watts & Drake Investment Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$157.1M
Total Clients
355
Filing Date
April 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Davenport Watts & Drake Investment Advisors?

Davenport Watts & Drake Investment Advisors is a wealth manager based in Ridgeland, United States, managing approximately $157M in assets.

Where is Davenport Watts & Drake Investment Advisors headquartered?

Davenport Watts & Drake Investment Advisors is headquartered in Ridgeland, United States.

How much does Davenport Watts & Drake Investment Advisors manage?

Davenport Watts & Drake Investment Advisors manages approximately $157M in assets under management.

When was Davenport Watts & Drake Investment Advisors founded?

Davenport Watts & Drake Investment Advisors was founded in 2003.

How can I contact Davenport Watts & Drake Investment Advisors?

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