Davenport Watts & Drake Investment Advisors, LLC
Davenport Watts & Drake Investment Advisors, LLC is an SEC-registered mass-market adviser in Ridgeland, MS with $157.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Davenport Watts & Drake Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127506, SEC 801-123626, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $157.1M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Ridgeland, MS
- Employees
- 3
- Clients
- 214
- CRD
- 127506
- Ownership
- DAVENPORT, TOM, SAYRE; DRAKE, HENRY, M
How much AUM does Davenport Watts & Drake Investment Advisors, LLC have?
Davenport Watts & Drake Investment Advisors, LLC reported $157.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Davenport Watts & Drake Investment Advisors, LLC?
Disclosed owners and executives of Davenport Watts & Drake Investment Advisors, LLC include DAVENPORT, TOM, SAYRE, DRAKE, HENRY, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.