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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Davenport & have?","answer":"Davenport & has 332 investment adviser representatives registered with state securities authorities, out of 525 employees, and 228 perform investment advisory functions. 358 are registered representatives of a broker-dealer and 221 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Davenport & invest in?","answer":"At the end of its last fiscal year, Davenport &’s separately managed accounts held 60% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 13% pooled vehicles (private funds and similar), 6% cash and equivalents, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds. 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