R M Davis INC
Portland, ME·SEC-registered · CRD #105448
R M Davis INC is an SEC-registered investment advisory firm in Portland, ME managing $8.2B across 6.1k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.2B
Client accounts
6.1k
Advisory staff
25
Fee model
Fee-based
How R M Davis INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about R M Davis INC
How much does R M Davis INC manage?
Per its most recent SEC Form ADV filing (03/30/2026), R M Davis INC reports $8.2B in regulatory assets under management across roughly 6.1k client accounts.
How does R M Davis INC charge?
R M Davis INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is R M Davis INC a fiduciary?
Yes. R M Davis INC is registered with the U.S. Securities and Exchange Commission (CRD #105448), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is R M Davis INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks R M Davis INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portland, ME
Profile compiled from R M Davis INC's public SEC Form ADV filing (CRD #105448, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of R M Davis INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with R M Davis INC? Claim this profile.