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Davenport Watts & Drake Investment Advisors, LLC

● SEC registered since 2022CRD 127506SEC# 801-123626Ridgeland, MS
Export (members)
Reg. AUM
$138.8M
Employees
3
Accounts
352
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 $138.8 million in regulatory assets under management and employs 3 people.
www.davenportwattsdrake.comView on SEC.gov ↗

Davenport Watts & Drake Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Tom Sayre Davenport ControlChief Compliance Officer; Chief Executive OfficerOver 75%2017

Frequently asked questions

How much does Davenport Watts & Drake Investment Advisors, LLC manage?

Davenport Watts & Drake Investment Advisors, LLC reports $138.8 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

Address234 W. School Street, Ridgeland, MS 39157
Phone601-898-8069
Fax601-853-8087
Office hours8:00 a.m. - 4:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.8M
Non-discretionary$0
Total (RAUM)$138.8M