Dean Everett Walker
Financial advisor at Davis R M Inc · Portland, ME
Last updated 2026-10-10
Claim your profileDean Everett Walker is a financial advisor at Davis R M Inc in Portland, ME, CRD 3221318. Licenses and exams on the registration: Series 65. IAPD registration began 2016-08-01.
Registration
- CRD number
- 3221318
- Registration status
- Active
- IAPD registration
- 2016-08-01
- Industry Experience
- 10 years
- Work Experience
- 25 years
- States registered
- ME
Licenses and exams
- Series 65
Work history
- 2001-03 to Present · R.M. Davis, Inc. · Portland, ME
Current employment
- R M Davis Inc · Portland, ME
Davis R M Inc
- Regulatory AUM
- $8,154,674,961
- Registered advisors
- 22
- Offices
- 4
- Clients per advisor
- 110.8 (Moderate)
- Average AUM per client
- $3.3M (Moderate)
- High-net-worth client ratio
- 53.3% (High)
Davis R M Inc: advisors, services and reported ETF investments
About
Dean Everett Walker is a financial advisor at R M Davis Inc, operating as Davis R M Inc in Portland, ME. Reported securities licenses include Series 65. The latest record indicates 10 years of industry experience and 25 years of reported work history.
Davis R M Inc's firm-level Form ADV reports 22 advisors across 4 offices; approximately 110.8 clients per advisor, average assets per client of $3,346,194, and regulatory AUM of $8.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.5B across 83 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Dean Everett Walker personally.
Reported ETF positions
Davis R M reports 83 ETF positions worth $1.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $368.3M |
| IJH — iShares Core S&P Mid-Cap ETF | $286.9M |
| VEA — Vanguard FTSE Developed Markets ETF | $188.5M |
| VB — Vanguard Morningstar Small-Cap ETF | $186.8M |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $77.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Davis R M's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $7.3M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $7.3M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | BSCY — Invesco BulletShares 2034 Corporate Bond ETF | $903.5K | Top 99.6% | Residual alpha +0.56% · Residual Sharpe 0.09 |
| Diversification Benefits | CIBR — First Trust NASDAQ Cybersecurity ETF | $715.7K | Top 96.0% | Replicability (R²) 66.9% · Residual Sharpe 0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Davis R M Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Location
One Portland Square, Portland, ME 04101-4059
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 207-774-0022
- Website: rmdavis.com
Official record
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