THE DAVENPORT FINANCIAL GROUP, INC.

THE DAVENPORT FINANCIAL GROUP, INC. of DAYTON, OH is an SEC-registered investment adviser (CRD 282200). Regulatory assets under management: $21.7M.

Registration

• CRD: 282200
• Type: Registered investment adviser
• Location: 267 REGENCY RIDGE DRIVE, DAYTON, OH, 45459
• Phone: 937-298-3113
• Latest filing: 2026-04-29
• Regulatory AUM: $21.7M
• Discretionary AUM: $21.7M
• Clients: 1
• Accounts: 178

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 282200 on SEC IAPD (source of record)
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