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R M DAVIS INC

PORTLAND, ME · CRD 105448 · IAPD ↗ · rmdavis.com · 207-774-0022

$8.15BRegulatory AUM
25Advisory reps
63Employees
0Clients
More than 500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — R M DAVIS INC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — R M DAVIS INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.