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Kevin Coogan Bennett

Investment adviser representative at Davenport & Company LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$24.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Davenport & Company LLCJul 2016 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (VA).

Davenport & Company LLC

$24.7BAssets managed
17,724Clients
339Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5384680
Firm CRD
1588
Advisor's SEC record (opens in a new tab)
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