Glen Davenport
Davenport Wealth Advisors · Castro Valley, California
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.
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Facts
| Firm | Davenport Wealth Advisors |
|---|---|
| Based in | Castro Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $27.1M across 150 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4834813 |
| Exams passed | Series 63 (2005) · Series 65 (2012) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Glen's firm compares
- Davenport Wealth Advisors's average account is about $181,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Glen
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.
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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