Carter Mathis
Investment adviser representative at Davenport & Company LLC
10 yearsExperience
2 statesRegistered in
$24.7BFirm assets
49 yearsFirm in business
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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.
- Davenport & Company LLCAug 2025 to now
- Fidelity InvestmentsMay 2021 to Aug 2025
- Edward JonesMay 2019 to May 2021
- Pole Vault CarolinaMay 2019 to May 2021
- William & MaryAug 2016 to May 2020
- Time To DriveNov 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7091975
- Firm CRD
- 1588