RIA Intel›Advisers›Maine›R M DAVIS INC

R M DAVIS INC

Advisory

N·PORTLAND, ME

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$8.2B

1-Year AUM Growth

0.0%

3-Year CAGR

+4.6%

Employees

25

Assets Under Management

Total AUM$8.2B

Discretionary AUM$8.1B

Non-Discretionary AUM$23M

Discretionary %99.7%

Total Clients2,373

Team

Total Employees25

Investment Advisers63

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingJan 25, 2001

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 42 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 R M DAVIS INC

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