R M DAVIS INC
CRD #105448 SEC #801-13878 PORTLAND, ME 207-774-0022
SEC Registered
Total AUM
$7.3B
Discretionary
$7.3B
Employees
61
Clients
--
Accounts
5,881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $7.3B | $7.3B | $12M | 61 | 0 |
| Mar 2025 | $7.3B | $7.3B | $12M | 61 | 0 |
| Oct 2024 | $6.3B | $6.3B | $8.7M | 57 | 0 |
| Mar 2024 | $6.3B | $6.3B | $8.7M | 57 | 0 |
| Apr 2023 | $5.8B | $5.7B | $11.2M | 55 | 0 |
| Mar 2023 | $5.8B | $5.7B | $11.2M | 55 | 0 |
| Oct 2022 | $6.8B | $6.7B | $150M | 50 | 0 |
| Oct 2022 | $6.8B | $6.7B | $150M | 50 | 0 |
| Jan 2022 | $6.8B | $6.7B | $150M | 50 | 0 |
| Mar 2021 | $5.4B | $5.4B | $5.3M | 47 | 0 |
| Jun 2020 | $4.9B | $4.8B | $15.4M | 47 | 0 |
| Mar 2020 | $4.9B | $4.8B | $15.4M | 47 | 0 |
| Mar 2019 | $3.9B | $3.9B | $9.6M | 48 | 0 |
| May 2018 | $4B | $4B | $10.1M | 46 | 0 |
| Mar 2018 | $4B | $4B | $10.1M | 46 | 0 |
| Mar 2017 | $3.4B | $3.4B | $8.2M | 42 | 1,800 |
| Aug 2016 | $3.2B | $3.1B | $17.3M | 41 | 1,700 |
| Mar 2016 | $3.2B | $3.1B | $17.3M | 41 | 1,700 |
| Jun 2015 | $3.1B | $3.1B | $17.8M | 39 | 1,700 |
| Mar 2015 | $3.1B | $3.1B | $17.8M | 39 | 1,700 |
| Dec 2014 | $2.8B | $2.8B | $17.3M | 40 | 1,500 |
| Oct 2014 | $2.8B | $2.8B | $17.3M | 40 | 1,500 |
| Apr 2014 | $2.8B | $2.8B | $17.3M | 40 | 1,500 |
| Mar 2014 | $2.8B | $2.8B | $17.3M | 40 | 1,500 |
| Nov 2013 | $2.3B | $2.3B | $14.3M | 41 | 1,400 |
| Mar 2013 | $2.3B | $2.3B | $14.3M | 41 | 1,400 |
| Mar 2012 | $2.1B | $2.1B | $10.6M | 11 | 1,500 |
| Nov 2011 | $2.2B | $2.2B | $8.4M | 11 | 1,500 |
| Jan 2011 | $2B | $2B | $9.1M | -- | -- |
| Apr 2009 | $1.8B | $1.8B | $12.5M | -- | -- |
| Apr 2009 | $1.8B | $1.8B | $12.5M | -- | -- |
| Mar 2008 | $2.3B | $2.3B | $30M | -- | -- |
| Mar 2007 | $2B | $2B | $30.3M | -- | -- |
| Mar 2006 | $1.6B | $1.6B | $2.5M | -- | -- |
| Mar 2004 | $1.4B | $1.4B | $10M | -- | -- |
| Nov 2003 | $1.2B | $1.2B | $8.2M | -- | -- |
| Mar 2002 | $1.4B | $1.4B | $11.5M | -- | -- |
DateJun 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$12M
Employees61
Clients0
DateMar 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$12M
Employees61
Clients0
DateOct 2024
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$8.7M
Employees57
Clients0
DateMar 2024
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$8.7M
Employees57
Clients0
DateApr 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$11.2M
Employees55
Clients0
DateMar 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$11.2M
Employees55
Clients0
DateOct 2022
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$150M
Employees50
Clients0
DateOct 2022
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$150M
Employees50
Clients0
DateJan 2022
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$150M
Employees50
Clients0
DateMar 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$5.3M
Employees47
Clients0
DateJun 2020
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$15.4M
Employees47
Clients0
DateMar 2020
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$15.4M
Employees47
Clients0
DateMar 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$9.6M
Employees48
Clients0
DateMay 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$10.1M
Employees46
Clients0
DateMar 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$10.1M
Employees46
Clients0
DateMar 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$8.2M
Employees42
Clients1,800
DateAug 2016
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$17.3M
Employees41
Clients1,700
DateMar 2016
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$17.3M
Employees41
Clients1,700
DateJun 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$17.8M
Employees39
Clients1,700
DateMar 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$17.8M
Employees39
Clients1,700
DateDec 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$17.3M
Employees40
Clients1,500
DateOct 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$17.3M
Employees40
Clients1,500
DateApr 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$17.3M
Employees40
Clients1,500
DateMar 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$17.3M
Employees40
Clients1,500
DateNov 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.3M
Employees41
Clients1,400
DateMar 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.3M
Employees41
Clients1,400
DateMar 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$10.6M
Employees11
Clients1,500
DateNov 2011
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$8.4M
Employees11
Clients1,500
DateJan 2011
Total AUM$2B
Discretionary$2B
Non-Disc.$9.1M
Employees--
Clients--
DateApr 2009
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$12.5M
Employees--
Clients--
DateApr 2009
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$12.5M
Employees--
Clients--
DateMar 2008
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$30M
Employees--
Clients--
DateMar 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$30.3M
Employees--
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.5M
Employees--
Clients--
DateMar 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$10M
Employees--
Clients--
DateNov 2003
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.2M
Employees--
Clients--
DateMar 2002
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.5M
Employees--
Clients--