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R M DAVIS INC
CRD 105448 · SEC 801-13878
24 CITY CENTER, PORTLAND, ME, 04101-4069, United States
Phone
207-774-0022
Fax
207-774-0023
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.15B
Discretionary AUM
$8.13B
Team
63 total employees; 25 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1042 | $649.1M |
| High net worth individuals | 1300 | $6.97B |
| Pension/profit sharing plans | 10 | $50.1M |
| Charitable organizations | 57 | $357.5M |
| State/municipal entities | 6 | $15.2M |
| Corporations/business entities | 22 | $110.6M |
States served
VT, AZ, CA, CO, DC, GA, IL, IN, ME, MD, MA, MN, MT, NJ, NY, NC, OR, PA, RI, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD