# PENN DAVIS MCFARLAND INC

PENN DAVIS MCFARLAND INC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 110417
- Type: SEC-registered investment adviser
- SEC file number: 801-13038
- Location: 2626 COLE AVE STE 504, DALLAS, TX, 75204
- Phone: 214-871-2772
- Latest filing: 2026-03-12
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $5.5M
- Clients: 10
- Accounts: 549

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Robert Van Ogden | PRESIDENT AND DIRECTOR | — |
| Jeffrey William Helfrich | SENIOR VICE-PRESIDENT AND DIRECTOR | — |
| Robert Earl Felty | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MCFARLAND JOHN SAMUEL | CCO; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PENN FREDERICK MCKINNEY | SR. VICE-PRESIDENT | — |
| DAVIS JOHN HOPKINS | SR. VICE-PRESIDENT | — |
| OGDEN ROBERT | VICE-PRESIDENT | — |
| MCGEE NINA ALIENE | SECRETARY-TREASURER | — |
| SHARP SYDNEY CRONENWETT | CHIEF COMPLIANCE OFFICER | — |
| HELFRICH JEFFREY WILLIAM | SENIOR VICE-PRESIDENT; VICE-PRESIDENT | — |
| OGDEN ROBERT VAN | PRESIDENT; VICE-PRESIDENT | — |
| FELTY ROBERT EARL | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 214-505-1170 |
| — | — | 1 | 214-505-1170 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110417/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110417/similar
- Related entities: https://search.stillhousedata.com/firm/110417/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110417

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.