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R M Davis Inc

● SEC registered since 1978CRD 105448SEC# 801-13878Portland, ME
Export (members)
Reg. AUM
$8.15B
Employees
63
Accounts
6,124
Location
Portland, ME

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
NameTitleOwnershipSince
Brian Howard Noyes ControlChairman Of Board Of Directors, Owner, Director25-50%1993
Caleb Chase Boothby Dubois ControlCco, Vice President, General CounselUnder 5%2022
Dean Everett Walker ControlCoo, Owner, Director, Vp-TradingUnder 5%2017
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Frequently 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

Address24 City Center, Portland, ME 04101-4069
Phone207-774-0022
Fax207-774-0023
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK891287
Discloses disciplinary historyNo

Regulatory AUM

$8.15B▲ 12%
Mar '25 — $7.27BApr '25 — $7.27BMay '25 — $7.27BJun '25 — $7.27BJul '25 — $7.27BAug '25 — $7.27BSep '25 — $7.27BOct '25 — $7.27BNov '25 — $7.27BDec '25 — $7.27BJan '26 — $7.27BFeb '26 — $7.27BMar '26 — $8.15BApr '26 — $8.15BMay '26 — $8.15BJun '26 — $8.15B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$8.15Bregulatory AUM
Discretionary $8.13BNon-discretionary $22.8M