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PENN DAVIS MCFARLAND INC

DALLAS, TX · CRD 110417 · IAPD ↗ · pdavis.org · 214-871-2772

$1.36BRegulatory AUM
7Advisory reps
10Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — PENN DAVIS MCFARLAND INC notice-filed in CA, CO, MT, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — PENN DAVIS MCFARLAND INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2025 — PENN DAVIS MCFARLAND INC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — PENN DAVIS MCFARLAND INC crossed $1B in regulatory AUM ($843.2M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
November 2024 — PENN DAVIS MCFARLAND INC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — PENN DAVIS MCFARLAND INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.