# Davenport Advisors 14 LLC

> Davenport Advisors 14 LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 147675
- Filed as: DAVENPORT ADVISORS 14 LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147675
- AdvisorCensus page: https://advisorcensus.com/firm/davenport-advisors-14-llc-newport-beach-ca-147675

## Quick answers

**How is Davenport Advisors 14 LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Davenport Advisors 14 LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Davenport Advisors 14 LLC located?**
Davenport Advisors 14 LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Davenport Advisors 14 LLC registered with the SEC or a state?**
Davenport Advisors 14 LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 147675.

**How much does Davenport Advisors 14 LLC manage?**
Davenport Advisors 14 LLC reports $9,696,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Davenport Advisors 14 LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does Davenport Advisors 14 LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147675

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,696,000
- Discretionary: $9,696,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $9,696,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davenport Advisors 14 LLC (CRD 147675): Form ADV filing data as of October 2026.