H.m. Payson
Registered investment advisor · Portland, Maine · CRD #2993
Source: SEC Form ADV filings. Data as of 2026-07-06.
About H.m. Payson
HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients' wealth. Our focus is on providing investment advice through stringent research and a highly disciplined approach. Most importantly, every client is a client of the firm. Our people are not compensated on individual performance but rather on how H.M. Payson performs overall. So although you work with one dedicated advisor, you have the power of the entire firm behind you.
Fee Structure
Frequently Asked Questions
What is H.m. Payson's AUM?
H.m. Payson reports approximately $9.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is H.m. Payson headquartered?
H.m. Payson is headquartered in Portland, Maine.
What is H.m. Payson's CRD number?
H.m. Payson's CRD number is 2993. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does H.m. Payson manage?
H.m. Payson manages approximately 4,308 client accounts according to its latest SEC filing.
Is H.m. Payson SEC registered?
Yes, H.m. Payson is registered with the SEC as an investment adviser with an approved registration status.
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