H. M. Payson & Co.
- Regulatory AUM
- $9.1B
- Discretionary
- $8.6B
- Clients
- 4,308
- Avg AUM / client
- $2.1M
- Accounts
- 4,308
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,051 | $1.7B | 19.1% |
| High net worth individuals | 910 | $5.3B | 58.4% |
| Investment companies | 1 | $321M | 3.53% |
| Pension and profit sharing plans | 71 | $229M | 2.52% |
| Charitable organizations | 179 | $702M | 7.72% |
| Corporations and other businesses | 96 | $795M | 8.75% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $29.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| H.M. Payson Private Markets, Lp | Private Equity Fund | Maine | $29.1M | 46 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pierce Atwood Llp 401(k) Plan Pierce Atwood Llp | 2024 | |
| Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan Spectrum Healthcare Partners, P.A. | 2024 | |
| Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan Preti, Flaherty, Beliveau & Pachios Llp | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Eliot Robbins | Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member | CFA | Jul 1993 (33y) | 10% – 25% |
| Michael Robert Currie | Managing Director, President & Board Member | Apr 1998 (28y) | 10% – 25% | |
| William Nelson Weickert | Managing Director | CFA | Jan 2000 (27y) | 5% – 10% |
| Joel Shorey Harris | Managing Director | CFA | Oct 2002 (24y) | Less than 5% |
| John Severin Beliveau | Managing Director, Board Member | CFP CFA | Oct 2002 (24y) | 10% – 25% |
| Thomas Madigan Pierce | Managing Director | Oct 2002 (24y) | 10% – 25% | |
| David Reed Hines | Managing Director & Director Of Research | CFA | Oct 2003 (23y) | Less than 5% |
| Daniel Michael Lay | Managing Director, Board Member | Apr 2007 (19y) | 10% – 25% | |
| Margaret C Reinfried | Managing Director, Board Member | CFP | Dec 2014 (12y) | Less than 5% |
| Blackburn, Derek, Richard | Chief Compliance Officer, Managing Director | Sep 2015 (11y) | Less than 5% | |
| Shawnee Ann Sax | Registered representative | Nov 2002 (24y) | ||
| Timothy P Griffin | Registered representative | Aug 2012 (14y) | ||
| Robert Mcintire Davis | Registered representative | CFP | Oct 2013 (13y) | |
| James Olver Flower | Registered representative | May 2017 (9y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $29.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| H.M. Payson Private Markets, Lp | Private Equity Fund | $29.1M | $100K | 46 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pierce Atwood Llp 401(k) Plan | Pierce Atwood Llp | 260 | $138M | 01/01/2024 |
| Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan | Spectrum Healthcare Partners, P.A. | 489 | $360M | 01/01/2024 |
| Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan | Preti, Flaherty, Beliveau & Pachios Llp | 182 | $128M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗