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Drew Blaney, portrait

Drew Blaney

CFO, Owner, Director at R M Davis

Firm officerUpdated

Drew Blaney has been CFO, Owner, Director of R M Davis Inc, a Portland, ME investment adviser managing $8.15B, since January 2026.

2026
In role since
$8.15B
Firm AUM
2,437
Firm clients
25
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Drew Blaney is a control person of R M Davis and directly owns under 5% of it. Drew Blaney holds a Master of Science in concentration in Taxation from Bentley University and a B.S. in Business Administration, concentration in Accounting from the University of Maine.

R M Davis is an investment adviser based in Portland, ME, registered with the SEC since 1978. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $8.15 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Drew Blaney is Principal, Chief Financial Officer of R.M. Davis, based in Portland, ME. He performs or oversees all day-to-day accounting and payroll matters, including the semi-annual fee billing process, reconciliations, accounts payable and receivable and the quarterly and annual accounting close, and takes the lead on annual budget preparation and multi-year financial planning. He joined R.M. Davis in 2021; earlier he was Tax Senior Manager at Baker Newman Noyes.

Credentials

Professional designations

Listed by R M Davis

  • CPA

Key facts

CRD
8239762
Firm
R M Davis · CRD 105448
Role
CFO, Owner, Director
In role since
January 2026 · under a year
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Portland, ME
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
rmdavis.com

Common questions

Where does Drew Blaney work?

Drew Blaney has been CFO, Owner, Director of R M Davis Inc since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Drew Blaney’s record?

Drew Blaney’s role is listed on R M Davis Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105448.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at R M Davis

Sources

  1. IAPD individual lookup, CRD 8239762, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of R M Davis Inc, filed 30 March 2026. Title, control and ownership bands.
  3. R M Davis team page. Biography, education, credentials, awards and the portrait, reproduced for identification.