Bank / Wealth / TrustRIA · CRD 127506SEC-Registered

Updated:

Davenport Watts & Drake Investment Advisors

Davenport Watts & Drake Investment Advisors was established in 2003 as a US wealth manager. The firm functions as a registered investment advisor.

Davenport Watts & Drake Investment Advisors logo

Davenport Watts & Drake Investment Advisors

Davenport Watts & Drake Investment Advisors was established in 2003 as a US wealth manager. The firm functions as a registered investment advisor. It offers investment management alongside financial planning. No specific asset classes, portfolio holdings, or geographic deployments beyond the headquarters are documented. No team size, additional offices, or recent operational events from the last 24 months appear in available records. Adjacent vehicles or club affiliations are not disclosed. The firm maintains a conventional RIA structure with no evident hybrid vehicles or succession details in public sources.

General information

Firm type

Wealth Manager

Year founded

2003

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Ridgeland

Corporate office

Ridgeland, United States

Frequently asked questions

Who runs investment decisions at Davenport Watts & Drake Investment Advisors?

No named principals or CIO appear in available records.

Does Davenport Watts & Drake Investment Advisors participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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