David Posner
David Posner is a registered investment advisor at Davenport & Company LLC, based in Charlottesville, VA, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.
Location
915 East High Street, Suite 401, Charlottesville, VA, 22902
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Regulatory History (1)
Criminal
August 2021Other Business Activities
David is a sole proprietor involved in art and event production, charging events and organizations for art, production equipment, and design since January 2025. This activity, which is not investment-related, takes a few hours per week outside of business hours.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations32 states
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.