DAVENPORT ADVISORS 14 LLC

DAVENPORT ADVISORS 14 LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 147675). Regulatory assets under management: $9.7M.

Registration

• CRD: 147675
• Type: Registered investment adviser
• Location: 1400 QUAIL STREET, NEWPORT BEACH, CA, 92660
• Phone: 949-640-5100
• Latest filing: 2026-03-09
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search