H.M. Payson

Overview

H.M. Payson is an SEC registered investment adviser based in Portland, ME, registered since 1966. It reports $9.1B in assets under management across 4,308 accounts, with 34 employees. It has 1 investment adviser representatives.

Reported AUM

$9.1B

Discretionary

94%

Accounts

4,308

Average account

$2.1M

Employees

34

Advisory reps

1

Registered since

1966

Jurisdictions

40

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

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

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 10

• Peter Eliot Robbins Managing Director, Chief Executive Officer, Chief Investment Officer CRD 1022085
• Michael Robert Currie Managing Director, President, Board Member CRD 2880899
• Daniel Michael Lay Managing Director, Board Member CRD 1263172

7 more executive officers, with direct contact details

Advisory reps 1 of 1

• Robert Mcintire Davis Investment Adviser Rep CRD 6254486

Location

Headquarters

1 City Ctr Ste 211
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: hmpayson.com

Every state, with registration dates

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