CB
Cade Blackburn
R M DAVIS
Portland, ME 04101
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CRD#: 7949999
CB
Professional summary
Cade Blackburn is a registered financial advisor currently at R M DAVIS INC located in Portland, Maine.
Cade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cade has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Blackburn is the sole owner and operator of Aquamation Services of Maine, LLC, located at 3 Southgate Road, Unit 1 Scarborough, Maine. He has served in this role since January 1, 2020. This is not an investment-related business. This business provides pet cremation services. Mr. Blackburn dedicates approximately 15-20 hours per month to this role. These services are generally performed outside of securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Cade Blackburn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 25, 2024 - Present
R M DAVIS INC
Office #1: 22 Free Street Suite 202, Portland, ME 04101RIA
CRD#: 105448
Portland, ME
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RM
R M DAVIS INC
DAVIS R M INC | R M DAVIS INC | R M DAVIS
CRD#: 105448 / SEC#: 801-13878
RIA
Registered Investment Advisory firm - (6/30/1978 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maine(9/25/2024)
Current Firm
RM
R M DAVIS INC
DAVIS R M INC | R M DAVIS INC | R M DAVIS
CRD#: 105448 / SEC#: 801-13878
RIA
Registered Investment Advisory firm - (6/30/1978 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 City Center, Portland, ME 04101-4069
Mailing Address
Phone number
(207) 774-0022
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,881 |
| AUM (Assets Under Management) | $ 7,267,414,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 11/26/2024 | ||
| 12/22/2023 | ||
| 11/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
R M DAVIS INC
CRD#: 105448Portland, ME 04101TRUST BUT VERIFY
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