DAVENPORT & COMPANY LLC
CRD #1588 SEC #801-13057 RICHMOND, VA 804-780-2000
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$22.5B
Discretionary
$21.8B
Employees
507
Clients
--
Accounts
22,591
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Aug 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Aug 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Jul 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Jun 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| May 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Apr 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Mar 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Mar 2025 | $22.5B | $21.8B | $695.4M | 507 | 75 |
| Jan 2025 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| Oct 2024 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| Sep 2024 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| Jul 2024 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| May 2024 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| Apr 2024 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| Mar 2024 | $19.3B | $18.7B | $617.6M | 494 | 73 |
| Feb 2024 | $16.6B | $16B | $595.5M | 478 | 79 |
| Jan 2024 | $16.6B | $16B | $595.5M | 478 | 79 |
| Aug 2023 | $16.6B | $16B | $595.5M | 478 | 79 |
| Jun 2023 | $16.6B | $16B | $595.5M | 478 | 79 |
| May 2023 | $16.6B | $16B | $595.5M | 478 | 79 |
| Apr 2023 | $16.6B | $16B | $595.5M | 478 | 79 |
| Mar 2023 | $16.6B | $16B | $595.5M | 478 | 79 |
| Dec 2022 | $20.8B | $19B | $1.9B | 476 | 0 |
| Nov 2022 | $20.8B | $19B | $1.9B | 476 | 0 |
| Jul 2022 | $20.8B | $19B | $1.9B | 476 | 0 |
| Jun 2022 | $20.8B | $19B | $1.9B | 476 | 0 |
| Jun 2022 | $20.8B | $19B | $1.9B | 476 | 0 |
| Mar 2022 | $20.8B | $19B | $1.9B | 476 | 0 |
| Oct 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Oct 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Oct 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Sep 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Aug 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Jun 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| May 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Mar 2021 | $16.1B | $14.8B | $1.3B | 447 | 0 |
| Jun 2020 | $14.1B | $13.4B | $780.9M | 450 | 0 |
| Mar 2020 | $14.1B | $13.4B | $780.9M | 450 | 0 |
| Mar 2019 | $11.7B | $10.7B | $998.5M | 441 | 0 |
| Apr 2018 | $12.7B | $11.4B | $1.3B | 451 | 0 |
| Mar 2018 | $12.7B | $11.4B | $1.3B | 451 | 0 |
| Jul 2017 | $10.4B | $10.2B | $219.5M | 433 | 10,485 |
| Jun 2017 | $10.4B | $10.2B | $219.5M | 433 | 10,485 |
| Feb 2017 | $10.4B | $10.2B | $219.5M | 433 | 10,485 |
| Dec 2016 | $8.4B | $8.2B | $198.6M | 410 | 10,200 |
| Nov 2016 | $8.4B | $8.2B | $198.6M | 410 | 10,200 |
| Mar 2016 | $8.4B | $8.2B | $198.6M | 410 | 10,200 |
| Aug 2015 | $8.7B | $8.4B | $223.4M | 410 | 10,400 |
| Jul 2015 | $8.7B | $8.4B | $223.4M | 410 | 10,400 |
| Jul 2015 | $8.7B | $8.4B | $223.4M | 410 | 10,400 |
| Apr 2015 | $8.7B | $8.4B | $223.4M | 410 | 10,400 |
| Mar 2015 | $8.7B | $8.4B | $223.4M | 410 | 10,400 |
| Aug 2014 | $7.1B | $6.5B | $664.1M | 222 | 9,800 |
| Jul 2014 | $7.1B | $6.5B | $664.1M | 410 | 9,800 |
| May 2014 | $7.1B | $6.5B | $664.1M | 410 | 9,800 |
| Apr 2014 | $7.1B | $6.5B | $664.1M | 410 | 9,800 |
| Mar 2014 | $7.1B | $6.5B | $664.1M | 410 | 9,800 |
| Jan 2014 | $5.3B | $5.1B | $196.6M | 435 | 9,800 |
| May 2013 | $5.3B | $5.1B | $196.6M | 435 | 9,800 |
| Mar 2013 | $5.3B | $5.1B | $196.6M | 435 | 9,800 |
| Jan 2013 | $4.7B | $4.5B | $196.9M | 435 | 10,000 |
| Jan 2013 | $4.7B | $4.5B | $196.9M | 435 | 10,000 |
| Nov 2012 | $4.7B | $4.5B | $196.9M | 435 | 10,000 |
| Nov 2012 | $4.7B | $4.5B | $196.9M | 435 | 10,000 |
| Oct 2012 | $4.7B | $4.5B | $196.9M | 435 | 10,000 |
| Oct 2012 | $4.7B | $4.5B | $196.9M | 251 | 10,000 |
| Aug 2012 | $4.7B | $4.5B | $196.9M | 251 | 10,000 |
| Jun 2012 | $4.7B | $4.5B | $196.9M | 251 | 10,000 |
| Apr 2012 | $4.7B | $4.5B | $196.9M | 251 | 10,000 |
| Mar 2012 | $4.7B | $4.5B | $196.9M | 251 | 10,000 |
| Mar 2012 | $4.7B | $4.5B | $196.9M | 251 | 10,000 |
| Nov 2011 | $4.6B | $4.4B | $197.1M | 251 | 10,000 |
| Aug 2011 | $4.6B | $4.4B | $197.1M | 251 | -- |
| Aug 2011 | $4.6B | $4.4B | $197.1M | 251 | -- |
| Apr 2011 | $4.6B | $4.4B | $197.1M | 251 | -- |
| Mar 2011 | $4.6B | $4.4B | $197.1M | 251 | -- |
| Mar 2011 | $4.6B | $4.4B | $197.1M | 251 | -- |
| Sep 2010 | $4B | $3.9B | $171.3M | 251 | -- |
| Jun 2010 | $4B | $3.9B | $171.3M | 251 | -- |
| Apr 2010 | $4B | $3.9B | $171.3M | 251 | -- |
| Mar 2010 | $3.2B | $3.1B | $74.1M | 251 | -- |
| Oct 2009 | $3.2B | $3.1B | $74.1M | 251 | -- |
| May 2009 | $3.2B | $3.1B | $74.1M | 251 | -- |
| Mar 2009 | $3.2B | $3.1B | $74.1M | 251 | -- |
| Mar 2008 | $4.4B | $4.3B | $96.3M | 251 | -- |
| Oct 2007 | $3.9B | $3.6B | $300.6M | 251 | -- |
| Sep 2007 | $3.9B | $3.6B | $300.6M | 251 | -- |
| May 2007 | $3.9B | $3.6B | $300.6M | 251 | -- |
| Apr 2007 | $3.9B | $3.6B | $300.6M | 251 | -- |
| Apr 2007 | $3.9B | $3.6B | $300.6M | 251 | -- |
| Jan 2007 | $3.3B | $3B | $270.2M | 251 | -- |
| Jan 2007 | $3.3B | $3B | $270.2M | 251 | -- |
| Jan 2007 | $3.3B | $3B | $270.2M | 251 | -- |
| Mar 2006 | $3.3B | $3B | $270.2M | 251 | -- |
| Jan 2006 | $2.5B | $2.2B | $265.5M | 251 | -- |
| May 2005 | $2.5B | $2.2B | $265.5M | 251 | -- |
| Jun 2004 | $2.1B | $1.8B | $265.7M | 251 | -- |
| May 2004 | $2.1B | $1.8B | $265.7M | 251 | -- |
| Mar 2004 | $2.1B | $1.8B | $265.7M | 251 | -- |
| Mar 2002 | $1.8B | $1.5B | $342M | 251 | -- |
| Mar 2002 | $1.8B | $1.5B | $342M | 251 | -- |
| Oct 2001 | $1.8B | $1.5B | $304M | 251 | -- |
DateOct 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateAug 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateAug 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateJul 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateJun 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateMay 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateApr 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateMar 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateMar 2025
Total AUM$22.5B
Discretionary$21.8B
Non-Disc.$695.4M
Employees507
Clients75
DateJan 2025
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateOct 2024
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateSep 2024
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateJul 2024
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateMay 2024
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateApr 2024
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateMar 2024
Total AUM$19.3B
Discretionary$18.7B
Non-Disc.$617.6M
Employees494
Clients73
DateFeb 2024
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateJan 2024
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateAug 2023
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateJun 2023
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateMay 2023
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateApr 2023
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateMar 2023
Total AUM$16.6B
Discretionary$16B
Non-Disc.$595.5M
Employees478
Clients79
DateDec 2022
Total AUM$20.8B
Discretionary$19B
Non-Disc.$1.9B
Employees476
Clients0
DateNov 2022
Total AUM$20.8B
Discretionary$19B
Non-Disc.$1.9B
Employees476
Clients0
DateJul 2022
Total AUM$20.8B
Discretionary$19B
Non-Disc.$1.9B
Employees476
Clients0
DateJun 2022
Total AUM$20.8B
Discretionary$19B
Non-Disc.$1.9B
Employees476
Clients0
DateJun 2022
Total AUM$20.8B
Discretionary$19B
Non-Disc.$1.9B
Employees476
Clients0
DateMar 2022
Total AUM$20.8B
Discretionary$19B
Non-Disc.$1.9B
Employees476
Clients0
DateOct 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateOct 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateOct 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateSep 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateAug 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateJun 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateMay 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateMar 2021
Total AUM$16.1B
Discretionary$14.8B
Non-Disc.$1.3B
Employees447
Clients0
DateJun 2020
Total AUM$14.1B
Discretionary$13.4B
Non-Disc.$780.9M
Employees450
Clients0
DateMar 2020
Total AUM$14.1B
Discretionary$13.4B
Non-Disc.$780.9M
Employees450
Clients0
DateMar 2019
Total AUM$11.7B
Discretionary$10.7B
Non-Disc.$998.5M
Employees441
Clients0
DateApr 2018
Total AUM$12.7B
Discretionary$11.4B
Non-Disc.$1.3B
Employees451
Clients0
DateMar 2018
Total AUM$12.7B
Discretionary$11.4B
Non-Disc.$1.3B
Employees451
Clients0
DateJul 2017
Total AUM$10.4B
Discretionary$10.2B
Non-Disc.$219.5M
Employees433
Clients10,485
DateJun 2017
Total AUM$10.4B
Discretionary$10.2B
Non-Disc.$219.5M
Employees433
Clients10,485
DateFeb 2017
Total AUM$10.4B
Discretionary$10.2B
Non-Disc.$219.5M
Employees433
Clients10,485
DateDec 2016
Total AUM$8.4B
Discretionary$8.2B
Non-Disc.$198.6M
Employees410
Clients10,200
DateNov 2016
Total AUM$8.4B
Discretionary$8.2B
Non-Disc.$198.6M
Employees410
Clients10,200
DateMar 2016
Total AUM$8.4B
Discretionary$8.2B
Non-Disc.$198.6M
Employees410
Clients10,200
DateAug 2015
Total AUM$8.7B
Discretionary$8.4B
Non-Disc.$223.4M
Employees410
Clients10,400
DateJul 2015
Total AUM$8.7B
Discretionary$8.4B
Non-Disc.$223.4M
Employees410
Clients10,400
DateJul 2015
Total AUM$8.7B
Discretionary$8.4B
Non-Disc.$223.4M
Employees410
Clients10,400
DateApr 2015
Total AUM$8.7B
Discretionary$8.4B
Non-Disc.$223.4M
Employees410
Clients10,400
DateMar 2015
Total AUM$8.7B
Discretionary$8.4B
Non-Disc.$223.4M
Employees410
Clients10,400
DateAug 2014
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$664.1M
Employees222
Clients9,800
DateJul 2014
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$664.1M
Employees410
Clients9,800
DateMay 2014
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$664.1M
Employees410
Clients9,800
DateApr 2014
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$664.1M
Employees410
Clients9,800
DateMar 2014
Total AUM$7.1B
Discretionary$6.5B
Non-Disc.$664.1M
Employees410
Clients9,800
DateJan 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$196.6M
Employees435
Clients9,800
DateMay 2013
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$196.6M
Employees435
Clients9,800
DateMar 2013
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$196.6M
Employees435
Clients9,800
DateJan 2013
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees435
Clients10,000
DateJan 2013
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees435
Clients10,000
DateNov 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees435
Clients10,000
DateNov 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees435
Clients10,000
DateOct 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees435
Clients10,000
DateOct 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees251
Clients10,000
DateAug 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees251
Clients10,000
DateJun 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees251
Clients10,000
DateApr 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees251
Clients10,000
DateMar 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees251
Clients10,000
DateMar 2012
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$196.9M
Employees251
Clients10,000
DateNov 2011
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$197.1M
Employees251
Clients10,000
DateAug 2011
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$197.1M
Employees251
Clients--
DateAug 2011
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$197.1M
Employees251
Clients--
DateApr 2011
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$197.1M
Employees251
Clients--
DateMar 2011
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$197.1M
Employees251
Clients--
DateMar 2011
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$197.1M
Employees251
Clients--
DateSep 2010
Total AUM$4B
Discretionary$3.9B
Non-Disc.$171.3M
Employees251
Clients--
DateJun 2010
Total AUM$4B
Discretionary$3.9B
Non-Disc.$171.3M
Employees251
Clients--
DateApr 2010
Total AUM$4B
Discretionary$3.9B
Non-Disc.$171.3M
Employees251
Clients--
DateMar 2010
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$74.1M
Employees251
Clients--
DateOct 2009
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$74.1M
Employees251
Clients--
DateMay 2009
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$74.1M
Employees251
Clients--
DateMar 2009
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$74.1M
Employees251
Clients--
DateMar 2008
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$96.3M
Employees251
Clients--
DateOct 2007
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$300.6M
Employees251
Clients--
DateSep 2007
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$300.6M
Employees251
Clients--
DateMay 2007
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$300.6M
Employees251
Clients--
DateApr 2007
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$300.6M
Employees251
Clients--
DateApr 2007
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$300.6M
Employees251
Clients--
DateJan 2007
Total AUM$3.3B
Discretionary$3B
Non-Disc.$270.2M
Employees251
Clients--
DateJan 2007
Total AUM$3.3B
Discretionary$3B
Non-Disc.$270.2M
Employees251
Clients--
DateJan 2007
Total AUM$3.3B
Discretionary$3B
Non-Disc.$270.2M
Employees251
Clients--
DateMar 2006
Total AUM$3.3B
Discretionary$3B
Non-Disc.$270.2M
Employees251
Clients--
DateJan 2006
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$265.5M
Employees251
Clients--
DateMay 2005
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$265.5M
Employees251
Clients--
DateJun 2004
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$265.7M
Employees251
Clients--
DateMay 2004
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$265.7M
Employees251
Clients--
DateMar 2004
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$265.7M
Employees251
Clients--
DateMar 2002
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$342M
Employees251
Clients--
DateMar 2002
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$342M
Employees251
Clients--
DateOct 2001
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$304M
Employees251
Clients--