DAVENPORT & COMPANY LLC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-2 YoYRank #724 of mapped providers
Assets under administration$620M0.0%Market share · rank #4772
Fees received$609,909Median $25,000/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DAVENPORT & COMPANY LLC plan look like?
Service mix · median fees per plan
Count of plans where DAVENPORT & COMPANY LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 15 | $29,949 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $17,003 | |
Investment advisory (plan); Consulting (general)Code 16 | 1 | $44,736 | |
Other fees; Other servicesCode 49 | 1 | $0 | |
Securities brokerage commissions and feesCode 71 | 1 | $0 | |
Other feesCode 99 | 1 | $23,730 |
Competitor overlap
Percent of DAVENPORT & COMPANY LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DAVENPORT & COMPANY LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DAVENPORT & COMPANY LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
AIR POWER, INC.NC · 560898308-001 | (new plan) | $19M |
HIGHMARK COMPANIESNC · 201838009-001 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GLEN RAVEN, INC.NC · 560481507-001 | $178M | 1,835 | $64,000 | 10y | - |
BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLPNC · 560561489-001 | $155M | 238 | $45,000 | 10y | - |
MOTHER MURPHYS LABORATORIES, INC.NC · 560505027-001 | $42M | 160 | $54,273 | 5y | - |
PLASSER AMERICAN CORPORATIONVA · 362444975-002 | $41M | 414 | $63,617 | 4y | - |
PRECISION FABRICS GROUP, INC.NC · 561595882-002 | $38M | 618 | $55,229 | 10y | - |
EASTERN SHORE RURAL HEALTH SYSTEM, INC.VA · 510196935-001 | $21M | 404 | $48,575 | 4y | 1 |
JUSTICE FAMILY GROUP, LLCWV · 264812818-001 | $19M | 732 | $44,736 | 3y | 2 |
RAILSIDE ENTERPRISES, INC.VA · 541932595-001 | $18M | 183 | $9,155 | 3y | - |
CAFFEY DISTRIBUTING COMPANY, INC.NC · 560732444-002 | $17M | 485 | $25,000 | 9y | 2 |
PATIENT ADVOCATE FOUNDATIONVA · 541806317-003 | $15M | 262 | $34,006 | 2y | - |
Flag exposure
85.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (18)
Raw Schedule C names collapsed into DAVENPORT & COMPANY LLC.
- DAVENPORT
- DAVENPORT & CO, LLC
- DAVENPORT & COM., LLC
- DAVENPORT & COMPANY
- DAVENPORT & COMPANY LLC
- DAVENPORT & COMPANY, INC.
- DAVENPORT & COMPANY, LLC
- DAVENPORT & COMPANY,LLC
- DAVENPORT &CO.
- DAVENPORT AND CO
- DAVENPORT AND COMPANY
- DAVENPORT AND COMPANY LLC
- DAVENPORT HOTEL
- DAVENPORT, HANF & ASSOCIATES, LLC
- DAVENPORT, HANF AND COMPANY
- DAVENPORT, HANF AND COMPANY, LLC
- DAVENPORT, HANF, AND COMPANY, LLC
- DAVENPORT,HANF,AND CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DAVENPORT & COMPANY LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 4.76% | 7.76% | -3.00 pp |
| Fidelity bond gap | 1 | 4.76% | 26.94% | -22.18 pp |
| Late contributions | 4 | 19.05% | 1.71% | +17.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 19.05% | 1.76% | +17.29 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DAVENPORT & COMPANY LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).