Our team applies business and investment experience using a complete array of investment solutions for individuals, families, trusts, and institutions.

Along with high-quality financial services, we develop meaningful generational relationships dedicated to each client’s goals through holistic financial planning, tailored investment advice and exceptional client service. Our team includes an experienced financial advisor and a registered client service associate with ample support from Davenport’s professionals and executives at our firm headquarters in Richmond – where we are located – to ensure continuous personalized service and direct access at all times.


Ryan Shumate is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arkansas, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Washington.