MCFARLANE INVESTMENT ADVISORY SERVICES INC.

MCFARLANE INVESTMENT ADVISORY SERVICES INC. is an SEC-registered investment adviser (CRD 134839). Regulatory assets under management: $3.7M.

Registration

• CRD: 134839
• Type: Registered investment adviser
• Phone: 831-601-7683
• Latest filing: 2026-04-09
• Regulatory AUM: $3.7M
• Discretionary AUM: $3.7M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134839 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search