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H.M. PAYSON
Legal name: H. M. PAYSON & CO.
CRD 2993File 801-3901
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.09B
Top 10% of cohort (national)
Discretionary AUM
$8.57B
Non-discretionary $516.3M
Clients
4,308
4,308 accounts
Employees
34
Top 10% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 15, 1966
- Principal office
- ONE CITY CENTER, STE 211, PORTLAND, ME, 04101
- Phone
- 207-772-3761
- Website
- HTTP://WWW.HMPAYSON.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.09B
- Discretionary AUM
- $8.57B
- Non-discretionary AUM
- $516.3M
- Discretionary accounts
- 4,155
- Non-discretionary accounts
- 153
- Total accounts
- 4,308
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 96 | $795.1M |
| Investment companies | 1 | $321.2M |
| Charitable organizations | 179 | $701.5M |
| High net worth individuals | 910 | $5.31B |
| Pension and profit sharing plans | 71 | $228.8M |
| Individuals (other than high net worth individuals) | 3,051 | $1.74B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- 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.