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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Investment Themes
Investment Vehicles
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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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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