Davenport Watts & Drake Investment Advisors, LLC
● SEC registered since 2022CRD 127506SEC# 801-123626Ridgeland, MS
Reg. AUM
$157.1M
Employees
3
Accounts
355
Location
Ridgeland, MS
Davenport Watts & Drake Investment Advisors, LLC assets under management
Davenport Watts & Drake Investment Advisors, LLC operates as an SEC-registered investment adviser based in Ridgeland, MS. The firm has been registered since 2022. It reports $157.1 million in regulatory assets under management and employs 3 people.
Davenport Watts & Drake Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tom Sayre Davenport Control | Chief Compliance Officer; Chief Executive Officer | Over 75% | 2017 |
Frequently asked questions
How much does Davenport Watts & Drake Investment Advisors, LLC manage?
Davenport Watts & Drake Investment Advisors, LLC reports $157.1 million in regulatory assets under management on its Form ADV.
How many employees does Davenport Watts & Drake Investment Advisors, LLC have?
Davenport Watts & Drake Investment Advisors, LLC reports 3 employees.
Where is Davenport Watts & Drake Investment Advisors, LLC located?
Davenport Watts & Drake Investment Advisors, LLC is based in Ridgeland, MS and has been SEC-registered since 2022.
Does Davenport Watts & Drake Investment Advisors, LLC disclose fund performance?
Davenport Watts & Drake Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 234 W. School Street, Ridgeland, MS 39157 |
| Phone | 601-898-8069 |
| Fax | 601-853-8087 |
| Office hours | 8:00 a.m. - 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$157.1Mregulatory AUM
Discretionary $157.1M