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William Capshaw

Director at Davenport & Company

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

16
Years in the industry
16
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

William Capshaw is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. William Capshaw has been registered through Davenport & Company since 12 March 2010, has 16 years in the industry across 1 firm and has passed the Series 7, Series 63, Series 66 and SIE.

Role at Davenport & Company

Title on Schedule A
Director
Control
William Capshaw is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Capshaw has held the filed role since March 2025.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

William Capshaw has been registered through Davenport & Company since March 2010.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Davenport & Company LLCCurrent
    – present · 17 years
    Lynchburg, VA · Adviser representative · Firm CRD 1588
  3. Passed Series 63 and Series 66 · 2010
  4. Passed Series 7 · 2009

Registrations and exams

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

Texas21 November 2022
Scope
Investment adviser representative
Status
Approved, resident
Virginia12 March 2010
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6611 March 2010
Name
Uniform Combined State Law Examination
Series 6316 February 2010
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 710 December 2009
Name
General Securities Representative Examination

Individual record

Full name
William D Capshaw
CRD
5725314
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
1104 COMMERCE ST., P.O. BOX 570, Lynchburg, VA 24504

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 William Capshaw work?

William Capshaw has been Director of Davenport & Company LLC since March 2025.

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

Is William Capshaw a financial advisor?

Yes. William Capshaw has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since March 2010, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does William Capshaw have?

William Capshaw has worked in the financial industry for 16 years as of 18 October 2026, counted from 10 December 2009, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has William Capshaw passed?

William Capshaw has passed 4 licensing exams: the Series 7, Series 63, Series 66 and SIE. The earliest, the Series 7, was passed in December 2009.

Source: IAPD individual record, checked 18 October 2026

Where is William Capshaw based?

William Capshaw’s registered office is in Lynchburg, VA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 5725314. 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 William Capshaw or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.