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Caleb T. Davenport

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CRD#: 2272180
CD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Caleb Thomas Davenport, AIF® was a registered financial professional .

Caleb is a previously registered financial professional and started their career in finance in 1992. Caleb had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Past

September 29, 2025 - January 2, 2026

FAITHWARD ADVISORS, LLC

RIA
CRD#: 116978
St. Augustine, FL
Past

September 9, 2025 - September 9, 2025

CS PLANNING CORP

RIA
CRD#: 149937
St. Augustine, FL
Past

June 29, 2009 - October 2, 2023

SPC

RIA
CRD#: 110692
WOOSTER, OH
Past

October 17, 2006 - January 7, 2008

SPC

RIA
CRD#: 110692
WOOSTER, OH
Past

October 12, 2006 - October 2, 2023

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
WOOSTER, OH
Past

April 28, 2004 - October 13, 2006

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
WOOSTER, OH
Past

April 22, 2004 - October 13, 2006

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
WOOSTER, OH
Past

March 12, 2004 - April 2, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

May 29, 2002 - March 8, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
BERLIN, OH
Past

July 16, 2001 - March 8, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

October 11, 1994 - July 16, 2001

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

September 30, 1992 - October 22, 1993

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA
Registered Investment Advisory firm - (9/19/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/29/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA
Registered Investment Advisory firm - (9/19/2002 Approved)
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Contact information

Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAITHWARD ADVISORS PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts6,052
AUM (Assets Under Management)$ 906,004,988

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
12/26/2024
Cover Page
Report
09/28/2023
Cover Page
Report
01/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FAITHWARD ADVISORS, LLC

CRD#: 116978

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