Michael Warren Coggeshall
Investment adviser representative at Davenport & Company LLC
10 yearsExperience
1 stateRegistered 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 LLCJun 2026 to now
- UnemployedMar 2026 to May 2026
- Esl Facelt GroupJan 2025 to Mar 2026
- OctagonSep 2022 to Dec 2024
- Olly OllyJul 2022 to Aug 2022
- UnemployedMay 2022 to Jul 2022
- LegendsJan 2022 to May 2022
- StudentAug 2021 to Jan 2022
- Davenport & Company LLCMay 2021 to Aug 2021
- Augusta National Golf ClubApr 2021 to Apr 2021
- StudentAug 2020 to May 2021
- Columbia FirefliesMay 2020 to Aug 2020
- Hermitage Country ClubMay 2020 to Aug 2020
- StudentAug 2019 to May 2020
- Hermitage Country ClubMay 2019 to Aug 2019
- Augusta National Golf ClubApr 2019 to Apr 2019
- StudentJun 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7365768
- Firm CRD
- 1588