PENN DAVIS MCFARLAND INC
SEC RegisteredWe are a research-driven, growth oriented investment manager with a passion for client service.
About the firm
Penn Davis McFarland is a registered investment advisor that was founded in Dallas, Texas in 1977. For over forty years, the firm has taken a disciplined, consistent investment process to help individuals, families and institutions protect and grow their financial assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary asset management, equity and fixed income investments, and family office services.
Who they serve
Individuals, families and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $4.8M |
| High Net Worth Individuals | 193 | $1.3B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,000 to $4,000,000 | 1.00% |
| $4,000,000 to $10,000,000 | 0.75% |
| $10,000,000 and above | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PENN DAVIS MCFARLAND INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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