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James Anthony Davenport

COLHOUN, ROBINS, DAVENPORT & CO., LLC·WINSTON-SALEM, North Carolina
Clean recordCOLHOUN, ROBINS, DAVENPORT & CO., LLC
505 OLIVE ST., WINSTON-SALEM, NC 27103CRD# 2200818Firm CRD# 117825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Anthony Davenport · WINSTON-SALEM, NC
Registration
CRD #2200818 · COLHOUN, ROBINS, DAVENPORT & CO., LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Anthony Davenport is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with COLHOUN, ROBINS, DAVENPORT & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COLHOUN, ROBINS, DAVENPORT & CO., LLC
COLHOUN, ROBINS, DAVENPORT & CO., LLC
AUM
$119M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2200818
Firm CRD# 117825
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Anthony Davenport offer?
James Anthony Davenport specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are James Anthony Davenport's credentials?
James Anthony Davenport is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Anthony Davenport located?
James Anthony Davenport is based in WINSTON-SALEM, North Carolina, working with COLHOUN, ROBINS, DAVENPORT & CO., LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does James Anthony Davenport charge for services?
James Anthony Davenport's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLHOUN, ROBINS, DAVENPORT & CO., LLC?
COLHOUN, ROBINS, DAVENPORT & CO., LLC has approximately 5 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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