Michael William Devon
Financial advisor at Davenport & Co LLC · Greensboro, NC
Last updated 2026-10-10
Claim your profileMichael William Devon is a financial advisor at Davenport & Co LLC in Greensboro, NC, CRD 6516174. Licenses and exams on the registration: Series 66. IAPD registration began 2017-05-09.
Registration
- CRD number
- 6516174
- Registration status
- Active
- IAPD registration
- 2017-05-09
- Industry Experience
- 9 years
- Work Experience
- 11 years
- States registered
- NC
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-06 to 2022-08 · Fidelity Brokerage Services, LLC · Charlotte, NC
- 2018-07 to 2022-08 · Fidelity Personal and Workplace Advisors · Boston, MA
- 2022-08 to Present · Davenport & Company LLC · Greensboro, NC
Current employment
- Davenport & Company LLC · Richmond, VA
Davenport & Co LLC
- Regulatory AUM
- $24,699,034,685
- Registered advisors
- 339
- Offices
- 49
- Clients per advisor
- 52.3 (Low)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 32.0% (Moderate)
Davenport & Co LLC: advisors, services and reported ETF investments
About
Michael William Devon is a CFP® financial advisor at Davenport & Company LLC, operating as Davenport & Co LLC in Greensboro, NC. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 11 years of reported work history.
Davenport & Co LLC's firm-level Form ADV reports 339 advisors across 49 offices; approximately 52.3 clients per advisor, average assets per client of $1,393,536, and regulatory AUM of $24.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $3.3B across 455 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael William Devon personally.
Reported ETF positions
Davenport & reports 455 ETF positions worth $3.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $264.9M |
| VIG — Vanguard Div Appreciation ETF | $234.9M |
| IEFA — iShares Core MSCI EAFE ETF | $102.3M |
| VEA — Vanguard FTSE Developed Markets ETF | $97.8M |
| BSV — Vanguard Short-Term Bond ETF | $97M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Davenport &'s strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $21.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $60.9M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $4M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Davenport & Co LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Registered Municipal Advisor
- Adviser to Any Private Fund
Location
628 Green Valley Road, Greensboro, NC 27408-7730
12 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 804-780-2000
- Website: investdavenport.com
Official record
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