DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
SEC RegisteredFocus on your future.
About the firm
Davenport Watts & Drake Investment Advisors, LLC is a fee-only financial services firm offering asset management and financial consulting services. Their Investment Team Members share a common vision of a client-centered financial consulting firm that treats clients the way they would want to be treated.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, retirement plans, and financial planning, including comprehensive financial plans for individuals and businesses, individual retirement account management, employer retirement plan advising, and asset management using strategies of asset allocation, asset diversification, and periodic rebalancing with a long-term perspective and focus on minimizing income taxes.
Who they serve
A select group of individuals, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 182 | $38M |
| High Net Worth Individuals | 26 | $118M |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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