MCFARLAND ASSOCIATES

MCFARLAND ASSOCIATES of MONTEREY, CA is an SEC-registered investment adviser (CRD 111316). Regulatory assets under management: $83.2M.

Registration

• CRD: 111316
• Type: Registered investment adviser
• Location: 80 GARDEN COURT, MONTEREY, CA, 93940
• Phone: (831) 761-8231
• Latest filing: 2026-06-22
• Regulatory AUM: $83.2M
• Non-discretionary AUM: $83.2M
• Clients: 3
• Accounts: 131

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111316 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search