R.M. Davis

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


R.M. Davis, federally registered in 1978, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 19 advisors. R.M. Davis manages $3.9 billion and provides investment advisory services for 1,931 clients (1:102 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $300,000
Average Client Balance $2,039,665
Hybrid Advisor No
Disciplinary History No
Total AUM $3.9 billion
Advisor / Client Ratio 1:102
Headquarters 24 City Center Portland, ME 04101-4069
SEC Filings Forms and Brochures    (CRD # 105448)
State(s) Registered AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, ME, MD, MA, MN, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI

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