R M Davis Inc

Overview

R M Davis Inc is an SEC registered investment adviser based in Portland, ME, registered since 1978. It reports $8.2B in assets under management across 6,124 accounts, with 63 employees. It has 21 investment adviser representatives.

Reported AUM

$8.2B

Discretionary

100%

Accounts

6,124

Average account

$1.3M

Employees

63

Advisory reps

21

Registered since

1978

Jurisdictions

29

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 13

• Geoffrey Knight Alexander Chief Executive Officer, Owner, Director CRD 2883211
• Scot Eric Draeger President, Owner, Director CRD 5096747
• Brian Howard Noyes Chairman of Board of Directors, Owner, Director CRD 1297124

10 more executive officers, with direct contact details

Advisory reps 3 of 21

• Timothy J Acquaviva Investment Adviser Rep CRD 7635000
• Geoffrey Knight Alexander Investment Adviser Rep CRD 2883211
• Cade Blackburn Investment Adviser Rep CRD 7949999

18 more advisory reps, with emails, phones and branch locations

Location

Headquarters

24 City Ctr
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 29 jurisdictions
• Website: rmdavis.com

Every state, with registration dates

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