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Coleman Wortham

Director at Davenport & Company

Investment adviser and broker registrationsRichmond, VASEC record checked 18 October 2026

14
Years in the industry
13
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Coleman Wortham is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Coleman Wortham has been registered through Davenport & Company since 2 November 2012, has 14 years in the industry across 1 firm and has passed the Series 7, Series 66 and SIE.

Role at Davenport & Company

Title on Schedule A
Director
Control
Coleman Wortham is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Coleman Wortham has held the filed role since March 2026.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Coleman Wortham has been registered through Davenport & Company since November 2012.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Davenport & Company LLCCurrent
    – present · 14 years
    Richmond, VA · Adviser representative · Firm CRD 1588
  3. Passed Series 7 and Series 66 · 2012

Registrations and exams

Coleman Wortham has a current investment-adviser registration in Texas and Virginia and has passed 3 qualifying exams.

Texas7 November 2023
Scope
Investment adviser representative
Status
Approved, resident
Virginia2 November 2012
Scope
Investment adviser representative
Status
Approved

Examinations

Series 661 November 2012
Name
Uniform Combined State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 77 May 2012
Name
General Securities Representative Examination

Individual record

Full name
Coleman Wortham
CRD
5803488
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
ONE JAMES CENTER, 901 EAST CARY STREET, SUITE 1100, Richmond, VA 23219

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Coleman Wortham work?

Coleman Wortham has been Director of Davenport & Company LLC since March 2026.

Source: Form ADV, Schedule A, filed 27 July 2026

Is Coleman Wortham a financial advisor?

Yes. Coleman Wortham has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since November 2012, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Coleman Wortham have?

Coleman Wortham has worked in the financial industry for 14 years as of 18 October 2026, counted from 7 May 2012, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Coleman Wortham passed?

Coleman Wortham has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in May 2012.

Source: IAPD individual record, checked 18 October 2026

Where is Coleman Wortham based?

Coleman Wortham’s registered office is in Richmond, VA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 5803488. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Coleman Wortham or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.