RIA Intel›Advisers›Maine›H. M. PAYSON & CO.

H. M. PAYSON & CO.

Advisory

N·PORTLAND, ME

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$9.1B

1-Year AUM Growth

+16.9%

3-Year CAGR

+6.4%

Employees

29

Assets Under Management

Total AUM$9.1B

Discretionary AUM$8.6B

Non-Discretionary AUM$516M

Discretionary %94.3%

Total Clients4,190

Team

Total Employees29

Investment Advisers34

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record50

First FilingApr 13, 2001

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 50 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on H. M. PAYSON & CO.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.