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| Davenport Watts & Drake Investment Advisors LLC
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|---|---|
| CRD # | 127506 |
| SEC # | 801-123626 |
| CIK # | |
| AUM | $138.8 M (2025-03-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 601-898-8069 |
| Address | 234 W School Street Ridgeland, MS 39157 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 41.6 |
| (b) Individuals (high net worth individuals) | 19 | 96.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 138.8 |
| By Discretionary | ||
| Discretionary | 352 | 138.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 352 | 138.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.8 | |
| Total | 352 | 138.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pointer Financial Advisors LLC
✚
|
MD | 0.1 |
|
Strivus Wealth Partners LLC
✚
|
FL | 0.1 |
|
Eubank Hutson & Associates LLC
✚
|
TX | 0.1 |
|
Runnymede Capital Advisors Inc
✚
|
0.1 | |
|
Integral Financial Planning LLC
✚
|
0.1 | |
|
Eagle Wealth Advisors
✚
|
0.1 | |
|
RJ Cloud Advisors & Company
✚
|
OK | 0.1 |
|
Allison Investment Management LLC
✚
|
SC | 0.1 |
|
Conway Financial Group LLC
✚
|
MO | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |