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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Reliance Trust Company · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-1966
- Office Locations
- 1
Office Locations
About H. M. Payson & Co.
H.M. Payson & Co. is an independent Portland, Maine investment advisor founded in 1854, serving individuals and families alongside institutional and municipal clients. The firm assembles tailored teams and provides investment management and wealth/financial planning, including estate and charitable strategies. Its approach emphasizes active management and asset allocation across public markets and select alternatives, with ESG/SRI options. Custody commonly via Schwab or Fidelity.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 11.8%, from $8.1B to $9.1B.
Across 5 reported observations, AUM increased 34.6% between March 31, 2022 and March 31, 2026, from $6.8B to $9.1B.
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 29 advisory representatives and 4,308 clients, or 148.6 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 60 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full H. M. Payson & Co. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN SEVERIN BELIVEAU
Managing Director
- CRD
- #2044870
- Ownership
- 10% but less than 25%
MICHAEL ROBERT CURRIE
Managing Director, President
- CRD
- #2880899
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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ROBERT MCINTIRE DAVIS
DIRECTOR, Owner, Portfolio Manager, Vice President
- CRD
- #6254486
Showing 1 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,572,706,365 | $2,063,227 |
| Non-Discretionary | $516,333,566 | $3,374,729 |
| Total | $9,089,039,931 | $2,109,805 |
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Separately Managed Accounts
SMA allocation detail is available
H. M. Payson & Co. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
H. M. Payson & Co.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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