Cory Davenport
Cory Davenport is a CFP-designated registered investment advisor at The Davenport Financial Group, INC., based in Dayton, OH, with 20 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 137 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.25% |
Fee is negotiable above $500,000.
Fee Estimator
Location
267 Regency Ridge Dr., Dayton, OH, 45459
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cory works as an investment advisor representative for Sound Financial, dedicating nearly full-time hours. Cory also works for The Davenport Financial Group, Inc. as an agent/investment adviser representative offering accident/health, fixed annuities, LTC, disability and traditional life insurance, dedicating a few hours per week.
Employment History
Current Registrations
The Davenport Financial Group, INC.
Sound Financial Investment Management, LLC
Previous Registrations
Triad Advisors, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.