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R M DAVIS INC
CRD 105448File 801-13878
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.15B
Top 10% of cohort (national)
Discretionary AUM
$8.13B
Non-discretionary $22.8M
Clients
2,437
6,124 accounts
Employees
63
Top 10% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 30, 1978
- Principal office
- 24 CITY CENTER, PORTLAND, ME, 04101-4069
- Phone
- 207-774-0022
- Website
- HTTPS://WWW.RMDAVIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.15B
- Discretionary AUM
- $8.13B
- Non-discretionary AUM
- $22.8M
- Discretionary accounts
- 6,102
- Non-discretionary accounts
- 22
- Total accounts
- 6,124
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $110.6M |
| Charitable organizations | 57 | $357.5M |
| High net worth individuals | 1,300 | $6.97B |
| Pension and profit sharing plans | 10 | $50.1M |
| State or municipal government entities | 6 | $15.2M |
| Individuals (other than high net worth individuals) | 1,042 | $649.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.