# Cory Davenport

> Cory Davenport is a fee-only financial advisor at The Davenport Financial Group in Dayton, Ohio, who holds the CFP credential. The Davenport Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cory-davenport/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Davenport Financial Group
- **Based in:** Dayton, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $21.7M across 178 accounts
- **Credentials:** CFP
- **CRD:** 4750954 (https://adviserinfo.sec.gov/individual/summary/4750954)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://ww.davenportdg.com

## Frequently asked questions

### Is Cory Davenport a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and The Davenport Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cory charge for financial advice?

Cory's firm, The Davenport Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Cory Davenport based?

Cory Davenport is based in Dayton, Ohio.

### What credentials does Cory Davenport hold?

Cory Davenport holds the CFP credential.

### Is Cory Davenport registered with the SEC?

Yes. Cory Davenport is registered as an investment adviser representative in OH and TX (CRD 4750954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Davenport Financial Group manage?

The Davenport Financial Group reports $21.7M across 178 accounts in assets under management.

### How do I contact Cory Davenport?

Through Cory's website, ww.davenportdg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4750954): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
