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DAVENPORT WATTS DRAKE FORM ADV PART 2B 2026

Davenport Watts & Drake Investment Advisors, LLC (CRD 127506), brochure dated April 16, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Brochure Supplement (Form ADV Part 2B) April 2026 Davenport Watts & Drake Investment Advisors, LLC 234 W. School Street Ridgeland, MS 39157 (601) 898-8069 (601) 853-8087 (Fax) www.DavenportWattsDrake.com This brochure supplement provides information about Tom S. Davenport, Henry M. Drake Jr. and Ellen M. Hazlewood, and supplements the DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC Firm Brochure (Form ADV Part 2A). If you did not receive Form ADV Part 2A and/or would like a copy, please contact ellen@davenportwattsdrake.com or call our office. A copy will be mailed immediately upon request. Additional information about DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Tom S. Davenport Educational Background: • Date of birth: 07/07/1947 • Institutions: BA Delta State University 1970 Business Experience: • 2003-present Davenport Watts & Drake Investment Advisors, LLC • 2000-2003 Securities Service Network, Inc. • 1974-2000 Davenport, Holliday & Spring: Certified Public Accountants Tom was a CPA from 1971-2006. 1 Davenport Watts & Drake Investment Advisors, LLC Disciplinary Information: n/a Other Business Activities: n/a Additional Compensation: n/a Supervision: Tom S. Davenport is supervised by Henry M. Drake, Jr., CPA/PFS. Henry reviews Tom S. Davenport’s work through frequent office interactions as well as remote interactions. He also reviews Tom S. Davenport’s activities through our client relationship management system. SUPERVISOR’S contact information: (601) 898-8069 Hank@DavenportWattsDrake.com Arbitration Claims: None Self-Regulatory Organization or Administrative Proceeding: None Bankruptcy Petition: None Henry M. Drake, Jr, CPA/PFS Educational Background: Institutions: MPA Mississippi State University 1975 • Date of birth: 11/04/1946 • • BS Delta State 1969 Business Experience: • 2008-present Davenport Watts & Drake Investment Advisors, LLC • 1981-present H M Drake Jr. CPA/PFS • Disciplinary Information: n/a Other Business Activities: Hank has been a CPA for over 45 years and has sole practice at Henry M. Drake, Jr. CPA/PFS. His full-time work is in public accounting, and he does not audit or review financial statements nor provide attest work for any clients of Davenport Watts & Drake Investment Advisors, LLC. 2 Davenport Watts & Drake Investment Advisors, LLC Additional Compensation: n/a Supervision: Henry M. Drake, Jr. is supervised by Tom S. Davenport, Chief Executive Officer. He reviews Henry M. Drake, Jr.’s work through frequent office interactions as well as remote interactions. He also reviews Henry M. Drake, Jr.’s activities through our client relationship management system. SUPERVISOR’S contact information: (601) 898-8069 Sonny@DavenportWattsDrake.com Arbitration Claims: None Self-Regulatory Organization or Administrative Proceeding: None Bankruptcy Petition: None Ellen McCool Hazlewood Educational Background: Institutions: MPA Mississippi State University 1992 • Date of birth: 01/03/1969 • • BPA Mississippi State 1991 Business Experience: • 2007-present Davenport Watts & Drake Investment Advisors, LLC • 1992-2005 - Banking, Employee Benefits, Estate Planning and Probate, Trust and individual tax experience at various employers • Disciplinary Information: n/a Other Business Activities: Ellen has experience in banking, employee benefits, estate planning and probate, trusts and individual tax through her past employment experience with banks, PERS, a CPA firm and a law firm. Additional Compensation: n/a 3 Davenport Watts & Drake Investment Advisors, LLC Supervision: Ellen M. Hazlewood is supervised by Tom S. Davenport, Chief Executive Officer. He reviews Ellen M. Hazlewood’s work through frequent office interactions as well as remote interactions. He also reviews Ellen M. Hazlewood’s activities through our client relationship management system. SUPERVISOR’S contact information: (601) 898-8069 Sonny@DavenportWattsDrake.com Arbitration Claims: None Self-Regulatory Organization or Administrative Proceeding: None Bankruptcy Petition: None 4 Davenport Watts & Drake Investment Advisors, LLC