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PENN DAVIS MCFARLAND INC
CRD 110417File 801-13038
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.36B
Non-discretionary $5.5M
Clients
211
549 accounts
Employees
10
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 12, 1977
- Principal office
- 2626 COLE AVE STE 504, DALLAS, TX, 75204
- Phone
- 214-871-2772
- Website
- HTTP://WWW.PDAVIS.ORG
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $5.5M
- Discretionary accounts
- 548
- Non-discretionary accounts
- 1
- Total accounts
- 549
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $30.4M |
| High net worth individuals | 193 | $1.31B |
| Pension and profit sharing plans | Fewer than 5 | $20.3M |
| Individuals (other than high net worth individuals) | 18 | $4.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.