penndaivismcfarlandthefirm

We are a research-driven, growth oriented investment manager with a passion for client service

Penn Davis McFarland is a registered investment advisor that was founded in Dallas, Texas in 1977. For over forty years, we have taken a disciplined, consistent investment process to help individuals, families and institutions protect and grow their financial assets.

We are independent and employee owned, allowing complete objectivity and removing potential conflicts of interest.

Meet Our Team

Our team’s broad-based experiences and credentials provide a high level of expertise that allows us to better serve all of our clients’ needs.

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Registered Investment Advisor - Since 1977

Discretionary Asset Management

Discretionary Asset
Management

Equity Investments

Equity and Fixed
Income Investments

Family Office Services

Family Office
Services