Cory Davenport
The Davenport Financial Group · Dayton, Ohio
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.
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Facts
| Firm | The Davenport Financial Group |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.7M across 178 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4750954 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ww.davenportdg.com |
How Cory's firm compares
- The Davenport Financial Group's average account is about $122,000, from its Form ADV (assets managed divided by 178 accounts).
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Questions about Cory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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