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CRD 127506
RIDGELAND, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TOM SAYRE DAVENPORT | n/a | RIDGELAND, MS | 15 | 23 | 1 | no |
| HENRY M DRAKE | Personal Financial Specialist | PORT GIBSON, MS | RIDGELAND, MS | 15 | 45 | 1 | no |
| Ellen McCool Hazlewood | n/a | RIDGELAND, MS | 0 | 19 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAVENPORT, TOM, SAYRE | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | E | yes | 12/2017 | Feb 2, 2012 | Mar 1, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 16, 2026 | $157M | $157M | 3 | 3 | 1 | n/a | n/a |
| 2024 | Mar 10, 2025 | $139M | $139M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Mar 1, 2024 | $122M | $122M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Feb 6, 2023 | $104M | $104M | 3 | 3 | 0 | n/a | n/a |
| 2011 | Feb 2, 2012 | $31.8M | $31.8M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $157M | $139M | 13.1% | $104M | 14.9% | 3 | 3 | 1 | 0 |