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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-1978
- Office Locations
- 3
Office Locations
About R M Davis INC
R.M. Davis is an independent, locally owned fiduciary advisory firm founded in 1978 (Portland, ME) serving retail and institutional clients with relationship-driven financial planning and investment management. The firm pairs portfolio management with trustee services and estate, tax, and retirement planning, supported by an internal investment research team and specialists including planners, lawyers, trustees, and accountants. Reported portfolios lean heavily on ETFs.
Reported data analysis
What the numbers show
Between June 25, 2025 and March 30, 2026, reported AUM increased 12.2%, from $7.3B to $8.2B.
Across 5 reported observations, AUM increased 19.8% between October 26, 2022 and March 30, 2026, from $6.8B to $8.2B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 25 advisory representatives and 2,437 clients, or 97.5 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 3 reported office locations and 48 years in operation. The source data was last updated on March 30, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GEOFFREY KNIGHT ALEXANDER
Chief Executive Officer, DIRECTOR, Owner
- CRD
- #2883211
- Ownership
- 25% but less than 50%
BRIAN HOWARD NOYES
DIRECTOR, Owner
- CRD
- #1297124
- Ownership
- 25% but less than 50%
Showing 2 of 13 owners & executives
Unlock allContacts
Timothy J Acquaviva
Portfolio Manager, Vice President
- CRD
- #7635000
Cade Blackburn
Senior Securities Trader
- CRD
- #7949999
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,131,827,841 | $1,332,650 |
| Non-Discretionary | $22,847,120 | $1,038,505 |
| Total | $8,154,674,961 | $1,331,593 |
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Separately Managed Accounts
SMA allocation detail is available
R M Davis INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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R M Davis INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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