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Colhoun, Robins, Davenport & Co., LLC (Winston Salem)


Colhoun, Robins, Davenport & Co., LLC is a large advisory firm based in Winston Salem. It manages $118.74 million of regulatory assets for 394 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Louisiana, North Carolina, and Virginia.

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Colhoun, Robins, Davenport & Co. provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Colhoun, Robins, Davenport & Co.: assets under management

The assets under management (AUM) of Colhoun, Robins, Davenport & Co., LLC is $118.74 million. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.21 million in discretionary accounts and $51.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $355.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $251.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Colhoun, Robins, Davenport & Co., LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winston Salem

The principal office where Colhoun, Robins, Davenport & Co., LLC performs its advisory services is located at 505 Olive St., Winston Salem, NC 27103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336-765-7595 or by fax 336-765-8399. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at crdadvisors.com.


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