Alison
Crowder

Davenport & Company LLC

CRD#6658906
Investment Advisor
in Richmond, VA

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About this Advisor

Alison Crowder is a financial advisor based in Richmond, Virginia, working with Davenport & Company LLC. Alison has previously held positions at Barrett Capital Management, LLC and Davenport & Company LLC. Alison has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Alison is part of Davenport & Company LLC, which operates out of Richmond, Virginia. The firm has 26 offices and 494 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Davenport & Company LLC includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

One James Center 901 East Cary Street, Suite 1100
Richmond, VA 23219

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Davenport & Company LLC Brokerage Details

Total Assets Under Management

$19,332,677,961

VA Average: $1,835,309,194
Total Number of Employees

494

VA Average: 32
Total Number of Accounts

20,878

VA Average: 1,458
Average Account Size

$925,983

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alison Crowder Work History

2022 - Present (2 years)

Davenport & Company LLC

2020 - 2022 (2 years)

Barrett Capital Management, LLC

2016 - 2022 (6 years)

Barrett Capital Management, LLC

2007 - 2016 (9 years)

Barrett Capital Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alison Crowder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Davenport & Company LLC

Patrick Slack
Richmond, VA
Lindsay St. Peter
Roanoke, VA
Kelsey Bottoms
Richmond, VA
Thomas Branch
Richmond, VA
Julian Hillery
Richmond, VA
Samuel Sweeney
Richmond, VA
John Trigg
Richmond, VA
Ralph Taylor
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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