R M Davis Inc
● SEC registered since 1978CRD 105448SEC# 801-13878Portland, ME
Reg. AUM
$8.15B
Employees
63
Accounts
6,124
Location
Portland, ME
About R M Davis
R M Davis is a wealth and investment management partner focused on family, work, retirement, and legacy priorities beyond the portfolio alone. It focuses on understanding what matters most and helping clients navigate opportunities and change.
Summary based on the firm’s website.
R M Davis Inc assets under management
R M Davis Inc is an SEC-registered investment adviser based in Portland, ME. The firm has been registered since 1978. It reports $8.2 billion in regulatory assets under management and employs 63 people.
R M Davis Inc owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Howard Noyes Control | Chairman Of Board Of Directors, Owner, Director | 25-50% | 1993 |
| Caleb Chase Boothby Dubois Control | Cco, Vice President, General Counsel | Under 5% | 2022 |
| Dean Everett Walker Control | Coo, Owner, Director, Vp-Trading | Under 5% | 2017 |
| Drew Arthur Blaney Control | Cfo, Owner, Director | Under 5% | 2026 |
| Geoffrey Knight Alexander Control | Ceo, Owner, Director | 25-50% | 2004 |
| George Creelman Carr Control | Owner, Director | Under 5% | 2026 |
| John David Doughty Control | Cio, Owner, Director | Under 5% | 2019 |
| Matthew Alan McFarland Control | Owner, Director | Under 5% | 2019 |
| Michael Philip Wood Control | Owner, Director | Under 5% | 2020 |
| Michele Marie Whitmore Control | Owner, Director | Under 5% | 2026 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does R M Davis Inc manage?
R M Davis Inc reports $8.2 billion in regulatory assets under management on its Form ADV.
How many employees does R M Davis Inc have?
R M Davis Inc reports 63 employees.
Where is R M Davis Inc located?
R M Davis Inc is based in Portland, ME and has been SEC-registered since 1978.
Does R M Davis Inc disclose fund performance?
R M Davis Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 City Center, Portland, ME 04101-4069 |
| Phone | 207-774-0022 |
| Fax | 207-774-0023 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 891287 |
| Discloses disciplinary history | No |
Regulatory AUM
$8.15B▲ 12%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,369 advisers
EmployeesTop 10%
More than 90% of 16,804 advisers
Assets under management
$8.15Bregulatory AUM
Discretionary $8.13BNon-discretionary $22.8M