R M Davis Inc

Registered investment advisor · Portland, Maine · CRD #105448

Assets Under Management

$8.2B

Client Accounts

6,124

Employees

CRD Number

105448

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., National Financial Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About R M Davis Inc

R.M. Davis is an independent wealth and investment management firm based in Portland, Maine, founded in 1978 by Robert “Mal” Davis. The firm specializes in providing unbiased financial advice and comprehensive wealth management services to affluent individuals, families, and select organizations, primarily in New England and across the nation. With a focus on integrity and long-term client relationships, R.M. Davis operates as an employee-owned S corporation. The firm offers a range of services

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for R M Davis Inc

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Frequently Asked Questions

What is R M Davis Inc's AUM?

R M Davis Inc reports approximately $8.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is R M Davis Inc headquartered?

R M Davis Inc is headquartered in Portland, Maine.

What is R M Davis Inc's CRD number?

R M Davis Inc's CRD number is 105448. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.