R M Davis Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, ME. Its latest Form ADV filing, dated March 30, 2026, reports $8.2B in regulatory assets under management, 63 employees, 2 offices, and 6,124 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.3% of total clients.
Top client categories% of clientsClients
1
HNWI
53.3%
1,300
2
Individuals
42.8%
1,042
3
Charitable
2.3%
57
4
Corporations
0.9%
22
5
Pension Plans
0.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.2Bas of March 30, 2026
Discretionary99.7%
$8.1B
100% of total RAUM99.7%
Non-discretionary0.3%
$23M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.2B
Total Accounts6,124
10Y AUM Change+$4.8B (+140.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees63
Clients per Employee39:1
10Y Employee Change+21 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.