{
  "crd_number": 159785,
  "slug": "davenport-capital-management-llc-mill-valley-ca-159785",
  "primary_business_name": "DAVENPORT CAPITAL MANAGEMENT, LLC",
  "legal_name": "DAVENPORT CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Mill Valley",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-03-18",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-13",
  "carried_forward": false,
  "raum_total": 140000000.0,
  "raum_discretionary": 140000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 140000000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159785",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "MILL VALLEY",
  "url": "https://advisorcensus.com/firm/davenport-capital-management-llc-mill-valley-ca-159785",
  "display_name": "Davenport Capital Management, LLC",
  "summary": "Davenport Capital Management, LLC is a state-registered investment advisory firm in Mill Valley, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.",
  "citation": "AdvisorCensus. Davenport Capital Management, LLC (CRD 159785): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Davenport Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Davenport Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Davenport Capital Management, LLC located?",
      "a": "Davenport Capital Management, LLC's principal office is in Mill Valley, CA, according to its Form ADV."
    },
    {
      "q": "Is Davenport Capital Management, LLC registered with the SEC or a state?",
      "a": "Davenport Capital Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 159785."
    },
    {
      "q": "How much does Davenport Capital Management, LLC manage?",
      "a": "Davenport Capital Management, LLC reports $140,000,000 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Davenport Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1)."
    },
    {
      "q": "Does Davenport Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159785"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/davenport-capital-management-llc-mill-valley-ca-159785.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 140000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159785",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}