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DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

RIDGELAND, MS · CRD 127506 · IAPD ↗ · davenportwattsdrake.com · 601-898-8069

$157.1MRegulatory AUM
3Advisory reps
3Employees
6Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2026 — DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC notice-filed in AL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.