# Glen Davenport

> Glen Davenport is a fee-only financial advisor at Davenport Wealth Advisors in Castro Valley, California. Davenport Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Davenport Wealth Advisors
- **Based in:** Castro Valley, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $27.1M across 150 accounts
- **CRD:** 4834813 (https://adviserinfo.sec.gov/individual/summary/4834813)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2005), Series 65 (2012), Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### How does Glen charge for financial advice?

Glen's firm, Davenport Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Glen Davenport based?

Glen Davenport is based in Castro Valley, California.

### Is Glen Davenport registered with the SEC?

Yes. Glen Davenport is registered as an investment adviser representative in CA (CRD 4834813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Davenport Wealth Advisors manage?

Davenport Wealth Advisors reports $27.1M across 150 accounts in assets under management.

### How do I contact Glen Davenport?

Contact details aren't on file yet. Search for Davenport Wealth Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4834813): 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

---

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