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
About Davenport Watts & Drake Investment Advisors
Davenport Watts & Drake is a fee-only firm offering asset management, retirement plan services, and financial planning. It emphasizes helping clients achieve financial peace of mind through consulting and portfolio management.
Summary based on the firm’s website.
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, monthlySep '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$157.1Mregulatory AUM
Discretionary $157.1M