Penn Davis McFarland Inc
● SEC registered since 1977CRD 110417SEC# 801-13038Dallas, TX
Reg. AUM
$1.36B
Employees
10
Accounts
549
Location
Dallas, TX
Penn Davis McFarland Inc assets under management
Penn Davis McFarland Inc is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 1977. It reports $1.4 billion in regulatory assets under management and employs 10 people.
Penn Davis McFarland Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey William Helfrich Control | Senior Vice-President And Director | 25-50% | 2020 |
| Robert Earl Felty Control | Vice President & Chief Compliance Officer | Under 5% | 2020 |
| Robert Van Ogden Control | President And Director | 50-75% | 2020 |
Frequently asked questions
How much does Penn Davis McFarland Inc manage?
Penn Davis McFarland Inc reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Penn Davis McFarland Inc have?
Penn Davis McFarland Inc reports 10 employees.
Where is Penn Davis McFarland Inc located?
Penn Davis McFarland Inc is based in Dallas, TX and has been SEC-registered since 1977.
Does Penn Davis McFarland Inc disclose fund performance?
Penn Davis McFarland Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2626 Cole Ave Ste 504, Dallas, TX 75204 |
| Phone | 214-871-2772 |
| Fax | 214-953-0718 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1108893 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36B▲ 8%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.36BNon-discretionary $5.5M