About
James Davenport, CFP®, is a Partner at Crewe Advisors in Salt Lake City, Utah, where he leverages over 25 years of experience to advise family businesses, executives, and high-net-worth individuals. His primary responsibilities include designing and implementing comprehensive, client-centric wealth management strategies and facilitating multi-family office services that support generational wealth planning and transfers.
Throughout his career, James has specialized in holistic wealth management, with a specific focus on family offices, estate planning, succession strategies, and serving entrepreneurial families. He is recognized for guiding clients through complex planning related to their businesses and estates, aligning investment portfolios with their broader financial objectives.
Prior to joining Crewe Advisors in early 2024, James was the Senior Financial Advisor and Founder at Integrated Financial Group, LLC, where he built a practice serving affluent clients for over 16 years. He holds a degree in Finance and Accounting from Utah State University and is a CERTIFIED FINANCIAL PLANNER® professional.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crewe Advisors | Partner | Jan 2024 to Present | — |
| Integrated Financial Group, LLC | Senior Financial Advisor and Founder | May 2007 to Dec 2023 | — |
Education
Utah State University
Others at Crewe Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
 | Associate | Salt Lake City, UT , United States |
 | Analyst | Salt Lake City, UT , United States |
 | Partner | Salt Lake City, UT , United States |
 | Partner | Scottsdale, AZ , United States |
 | Managing Partner | Salt Lake City, UT , United States |
R Ryan Schlappi | Partner | Scottsdale, AZ , United States |
 | Senior Investment Analyst | Provo, UT , United States |
K Kimberly Mawk | Senior Associate | Scottsdale, AZ , United States |
 | Investment Research Manager | Salt Lake City, UT , United States |
Z Zenia Rodriguez | Associate | Bountiful, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Associate | North Capital, Inc. | Salt Lake City, UT , United States |
 | Associate | Drive Wealth Management, LLC | Lindon, UT , United States |
| Chief Investment Officer | Drive Wealth Management, LLC | Salt Lake City, UT , United States | |
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
 | Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States |