Caleb T. Davenport

FAITHWARD ADVISORS

St. Augustine, FL

Some features on this profile are disabled

CRD#: 2272180

Professional summary

Caleb Thomas Davenport, AIF® is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in St. Augustine, Florida.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Caleb has 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"?

Yes

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.

1. A Better Retirement, 597 Narvarez Avenue, St. Augustine, FL 32024, Owner - started August 2025, sale of annuity and life insurance; devotes 8 hours per month to this business; 0 hours during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Thomas Davenport's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

September 29, 2025 - Present

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

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

CRD#: 29604

WOOSTER, OH

Past

March 12, 2004 - April 2, 2004

AMERITAS INVESTMENT COMPANY, LLC

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.

CRD#: 6694

ST. PETERSBURG, FL

Past

October 11, 1994 - July 16, 2001

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

September 30, 1992 - October 22, 1993

NATIONAL PLANNING CORPORATION

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".

FAITHWARD 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/6/2025)

IAR

Pennsylvania
(9/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/26/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/19/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/29/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FAITHWARD ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (26 States and Territories)

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 Accounts	6,052
AUM (Assets Under Management)	$ 906,004,988

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Caleb T. Davenport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Thomas Davenport's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS PLANNING CORP

SPC

SPC

SIGMA FINANCIAL CORPORATION

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

AMERITAS INVESTMENT COMPANY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LOCUST STREET SECURITIES, INC.

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

FAITHWARD ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/26/2013

Series 63

Date: 1/19/2010

SIE

Date: 10/1/2018

Series 7

Date: 5/26/2001

Series 6

Date: 9/29/1992

Current Firm

FAITHWARD ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAITHWARD ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors