HD
HD

Huntley Davenport

23 Years of Experience
Richmond, VA

Huntley Davenport is a registered investment advisor at American Capital Advisory, LLC, based in Richmond, VA, with 23 years of industry experience. Huntley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 360 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
360 clients
Average Client Portfolio
$708K average
Assets Under Management
$254.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

500 Libbie Ave, Suite 2B, Richmond, VA, 23226

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Huntley is an investor in South Atlantic Venture Partners, Monument Restaurants Group (Krispy Kreme franchise), Wicked Taco, Range Resources (oil and gas drilling), and Wahoo Partners (racehorses). He also serves as a trustee for the Davenport Trust Account and his grandchildren's trust, primarily signing distribution checks.

Employment History
Current Registrations
American Capital Advisory, LLC
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Davenport & Company LLC
September 2002 - September 2014 · 12 yrs
UBS Painewebber INC.
August 2002 - October 2002 · 2 mos
Deutsche Bank Securities INC.
July 2002 - September 2002 · 2 mos
State Registrations2 states
IDVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Huntley Davenport - Financial Advisor | TrueAdvisor