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Shane Cason

Director at Davenport & Company

Investment adviser and broker registrationsRichmond, VASEC record checked 17 October 2026

24
Years in the industry
9
Years at the firm
2
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Shane Cason is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Shane Cason has been registered through Davenport & Company since 23 March 2017, has 24 years in the industry across 2 firms and has passed the Series 7, Series 66, SIE and Series 24.

Role at Davenport & Company

Title on Schedule A
Director
Control
Shane Cason is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Shane Cason has held the filed role since March 2022.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Shane Cason has been registered through Davenport & Company since March 2017.

Firms and exams, newest first
  1. Passed Series 24 · 2026
  2. Passed SIE · 2018
  3. Davenport & Company LLCCurrent
    – present · 10 years
    Richmond, VA · Adviser representative · Firm CRD 1588
  4. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 15 years
    Richmond, VA · Adviser representative · Firm CRD 7691
  5. Passed Series 7 and Series 66 · 2002

Registrations and exams

Shane Cason has a current investment-adviser registration in Texas and Virginia and has passed 4 qualifying exams.

Texas6 November 2023
Scope
Investment adviser representative
Status
Approved
Virginia23 March 2017
Scope
Investment adviser representative
Status
Approved

Examinations

Series 663 May 2002
Name
Uniform Combined State Law Examination
Series 2431 August 2026
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 711 March 2002
Name
General Securities Representative Examination

Individual record

Full name
Shane M Cason
CRD
4500533
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
ONE JAMES CENTER, 901 EAST CARY STREET, SUITE 1100, Richmond, VA 23219
Firm bio
investdavenport.com

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

Background

Davenport lists Shane M. Cason on its board of directors. Official firm leadership page

Common questions

Where does Shane Cason work?

Shane Cason has been Director of Davenport & Company LLC since March 2022.

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

Is Shane Cason a financial advisor?

Yes. Shane Cason has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since March 2017, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Shane Cason have?

Shane Cason has worked in the financial industry for 24 years as of 17 October 2026, counted from 11 March 2002, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Shane Cason passed?

Shane Cason has passed 4 licensing exams: the Series 7, Series 66, SIE and Series 24. The earliest, the Series 7, was passed in March 2002.

Source: IAPD individual record, checked 17 October 2026

Where is Shane Cason based?

Shane Cason’s registered office is in Richmond, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 4500533. 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.
  3. Davenport & Company team page. Biography, education, credentials, awards.

Retrieved 17 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 Shane Cason or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.